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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 | $450 | $88,360-99.5% | $145,433-99.7% | $67,986-99.3% |
| Participation rate | 41.1% | 65.5%-24.4pp | 82.1%-41.0pp | 57.2%-16.1pp |
| Annual return | 31.33% | 63.15%-31.8pp | 66.58%-35.2pp | 31.67%-0.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $220 | $5,932-96.3% | $7,897-97.2% | $3,358-93.5% |
| Admin fee / account holder | $20 | $3,313-99.4% | $13,129-99.8% | $3,203-99.4% |