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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 | $30,385-90.6% | $56,054-94.9% | $74,400-96.1% |
| Participation rate | 6.3% | 32.9%-26.5pp | 52.5%-46.1pp | 67.2%-60.9pp |
| Annual return | 37.79% | 24.92%+12.9pp | 1705.95%-1668.2pp | 1367.51%-1329.7pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $182 | $1,174-84.5% | $1,952-90.7% | $4,348-95.8% |
| Admin fee / account holder | $34 | $2,361-98.6% | $2,822-98.8% | $1,944-98.3% |