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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 | $423 | $49,976-99.2% | $66,674-99.4% | $82,637-99.5% |
| Participation rate | 62.9% | 63.1%-0.2pp | 73.7%-10.8pp | 68.1%-5.2pp |
| Annual return | 60.00% | 39.09%+20.9pp | 321.24%-261.2pp | 53.51%+6.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $311 | $2,847-89.1% | $4,084-92.4% | $4,126-92.5% |
| Admin fee / account holder | $47 | $4,594-99.0% | $5,098-99.1% | $7,339-99.4% |