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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 | $367 | $27,800-98.7% | $58,561-99.4% | $71,511-99.5% |
| Participation rate | 59.9% | 34.6%+25.3pp | 50.9%+9.0pp | 67.9%-8.1pp |
| Annual return | 68.41% | 26.80%+41.6pp | 4251.33%-4182.9pp | 28.86%+39.6pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $199 | $1,208-83.6% | $1,923-89.7% | $4,291-95.4% |
| Admin fee / account holder | $36 | $1,637-97.8% | $2,520-98.6% | $1,588-97.8% |