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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 | $1,117 | $29,319-96.2% | $52,425-97.9% | $82,448-98.6% |
| Participation rate | 30.2% | 46.9%-16.7pp | 55.6%-25.4pp | 68.1%-37.9pp |
| Annual return | 31.84% | 535.20%-503.4pp | 302.12%-270.3pp | 41.64%-9.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $223 | $1,171-81.0% | $1,790-87.5% | $4,139-94.6% |
| Admin fee / account holder | $72 | $1,962-96.3% | $2,495-97.1% | $7,234-99.0% |