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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 | $3,552 | $27,800-87.2% | $58,561-93.9% | $71,511-95.0% |
| Participation rate | 5.1% | 34.6%-29.5pp | 50.9%-45.8pp | 67.9%-62.9pp |
| Annual return | 28.93% | 26.80%+2.1pp | 4251.33%-4222.4pp | 28.86%+0.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $155 | $1,208-87.1% | $1,923-91.9% | $4,291-96.4% |
| Admin fee / account holder | $17 | $1,637-99.0% | $2,520-99.3% | $1,588-98.9% |