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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 | $2,866 | $30,437-90.6% | $56,033-94.9% | $74,459-96.2% |
| Participation rate | 6.3% | 32.9%-26.5pp | 52.5%-46.1pp | 67.2%-60.9pp |
| Annual return | 37.79% | 24.96%+12.8pp | 1711.38%-1673.6pp | 1369.70%-1331.9pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $182 | $1,176-84.5% | $1,954-90.7% | $4,350-95.8% |
| Admin fee / account holder | $34 | $2,363-98.6% | $2,827-98.8% | $1,945-98.3% |