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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,156 | $28,624-96.0% | $53,647-97.8% | $82,637-98.6% |
| Participation rate | 38.5% | 47.3%-8.8pp | 56.3%-17.8pp | 68.1%-29.6pp |
| Annual return | 21.44% | 664.98%-643.5pp | 358.33%-336.9pp | 53.51%-32.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $90 | $1,196-92.5% | $1,813-95.0% | $4,126-97.8% |
| Admin fee / account holder | $36 | $2,022-98.2% | $2,460-98.5% | $7,339-99.5% |