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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 | $333 | $29,051-98.9% | $52,425-99.4% | $67,986-99.5% |
| Participation rate | 58.7% | 30.4%+28.3pp | 55.6%+3.1pp | 57.2%+1.5pp |
| Annual return | 22.65% | 24.00%-1.3pp | 302.12%-279.5pp | 31.67%-9.0pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $82 | $873-90.6% | $1,790-95.4% | $3,358-97.5% |
| Admin fee / account holder | $2 | $2,113-99.9% | $2,495-99.9% | $3,203-100.0% |