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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 | $886 | $31,105-97.2% | $53,647-98.3% | $64,097-98.6% |
| Participation rate | 53.4% | 30.7%+22.8pp | 56.3%-2.8pp | 55.2%-1.7pp |
| Annual return | 20.49% | 22.54%-2.1pp | 358.33%-337.8pp | 34.64%-14.2pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $128 | $896-85.7% | $1,813-92.9% | $3,080-95.8% |
| Admin fee / account holder | $13 | $2,195-99.4% | $2,460-99.5% | $3,454-99.6% |