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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 | $634 | $29,319-97.8% | $52,425-98.8% | $82,448-99.2% |
| Participation rate | 65.4% | 46.9%+18.6pp | 55.6%+9.8pp | 68.1%-2.6pp |
| Annual return | 17.96% | 535.20%-517.2pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $181 | $1,171-84.5% | $1,790-89.9% | $4,139-95.6% |
| Admin fee / account holder | $24 | $1,962-98.8% | $2,495-99.1% | $7,234-99.7% |