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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 | $577 | $61,391-99.1% | $149,723-99.6% | $71,529-99.2% |
| Participation rate | 34.0% | 62.5%-28.6pp | 78.8%-44.8pp | 67.9%-34.0pp |
| Annual return | 41.48% | 35.88%+5.6pp | 134.50%-93.0pp | 28.97%+12.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $129 | $2,921-95.6% | $5,682-97.7% | $4,291-97.0% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |