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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 | $468 | $32,117-98.5% | $71,086-99.3% | $64,173-99.3% |
| Participation rate | 54.8% | 42.7%+12.1pp | 54.7%+0.1pp | 69.6%-14.8pp |
| Annual return | -8.74% | -5.57%-3.2pp | 650.59%-659.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $91 | $1,263-92.8% | $1,874-95.1% | $3,470-97.4% |
| Admin fee / account holder | $18 | $2,759-99.3% | $3,082-99.4% | $4,887-99.6% |