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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 | $824 | $29,319-97.2% | $52,425-98.4% | $82,448-99.0% |
| Participation rate | 61.5% | 46.9%+14.7pp | 55.6%+5.9pp | 68.1%-6.5pp |
| Annual return | 17.90% | 535.20%-517.3pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $109 | $1,171-90.7% | $1,790-93.9% | $4,139-97.4% |
| Admin fee / account holder | $97 | $1,962-95.1% | $2,495-96.1% | $7,234-98.7% |