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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 | $1,424 | $30,437-95.3% | $56,033-97.5% | $74,459-98.1% |
| Participation rate | 24.1% | 32.9%-8.8pp | 52.5%-28.4pp | 67.2%-43.2pp |
| Annual return | 402.56% | 24.96%+377.6pp | 1711.38%-1308.8pp | 1369.70%-967.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $179 | $1,176-84.8% | $1,954-90.8% | $4,350-95.9% |
| Admin fee / account holder | $112 | $2,363-95.3% | $2,827-96.0% | $1,945-94.2% |