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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 | $588 | $49,896-98.8% | $80,627-99.3% | $75,173-99.2% |
| Participation rate | 66.1% | 55.3%+10.7pp | 67.0%-0.9pp | 67.2%-1.1pp |
| Annual return | 48.53% | 34.67%+13.9pp | 936.76%-888.2pp | 160.72%-112.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $319 | $2,992-89.3% | $4,443-92.8% | $4,126-92.3% |
| Admin fee / account holder | $20 | $3,578-99.4% | $5,381-99.6% | $5,651-99.6% |