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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 | $1,203 | $28,624-95.8% | $53,647-97.8% | $82,637-98.5% |
| Participation rate | 44.4% | 47.3%-2.8pp | 56.3%-11.8pp | 68.1%-23.6pp |
| Annual return | 36.90% | 664.98%-628.1pp | 358.33%-321.4pp | 53.51%-16.6pp |
| Employer contribution / active EE | $156 | $637-75.5% | $962-83.8% | $2,552-93.9% |
| Participant deferral / active EE | $156 | $1,196-86.9% | $1,813-91.4% | $4,126-96.2% |
| Admin fee / account holder | $3 | $2,022-99.8% | $2,460-99.9% | $7,339-100.0% |