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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 | $909 | $28,624-96.8% | $53,647-98.3% | $82,637-98.9% |
| Participation rate | 32.8% | 47.3%-14.5pp | 56.3%-23.5pp | 68.1%-35.3pp |
| Annual return | 21.80% | 664.98%-643.2pp | 358.33%-336.5pp | 53.51%-31.7pp |
| Employer contribution / active EE | $130 | $637-79.6% | $962-86.5% | $2,552-94.9% |
| Participant deferral / active EE | $134 | $1,196-88.8% | $1,813-92.6% | $4,126-96.8% |
| Admin fee / account holder | $158 | $2,022-92.2% | $2,460-93.6% | $7,339-97.9% |