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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 | $688 | $27,243-97.5% | $52,425-98.7% | $79,634-99.1% |
| Participation rate | 8.8% | 22.4%-13.6pp | 55.6%-46.8pp | 62.5%-53.7pp |
| Annual return | 42.18% | 63.36%-21.2pp | 302.12%-259.9pp | 36.46%+5.7pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $39 | $636-93.9% | $1,790-97.8% | $3,835-99.0% |
| Admin fee / account holder | $4 | $2,105-99.8% | $2,495-99.8% | $1,002-99.6% |