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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 | $350 | $39,036-99.1% | $80,784-99.6% | $85,851-99.6% |
| Participation rate | 38.2% | 41.6%-3.3pp | 54.2%-15.9pp | 69.3%-31.1pp |
| Annual return | 20.15% | 26.31%-6.2pp | 87.31%-67.2pp | 318.63%-298.5pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $276 | $1,326-79.2% | $2,145-87.1% | $3,952-93.0% |
| Admin fee / account holder | $1 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |