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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 | $1,899 | $37,156-94.9% | $83,854-97.7% | $86,983-97.8% |
| Participation rate | 22.8% | 49.1%-26.3pp | 59.1%-36.3pp | 69.5%-46.8pp |
| Annual return | 464.23% | 29.88%+434.4pp | 31.39%+432.8pp | 25.83%+438.4pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $135 | $1,418-90.5% | $2,035-93.4% | $4,194-96.8% |
| Admin fee / account holder | $43 | $2,510-98.3% | $3,197-98.7% | $7,856-99.5% |