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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 | $28,624-96.1% | $53,647-97.9% | $82,637-98.6% |
| Participation rate | 30.2% | 47.3%-17.1pp | 56.3%-26.1pp | 68.1%-37.9pp |
| Annual return | 31.84% | 664.98%-633.1pp | 358.33%-326.5pp | 53.51%-21.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $223 | $1,196-81.4% | $1,813-87.7% | $4,126-94.6% |
| Admin fee / account holder | $72 | $2,022-96.4% | $2,460-97.1% | $7,339-99.0% |