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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 | $439 | $27,243-98.4% | $52,425-99.2% | $79,634-99.4% |
| Participation rate | 14.8% | 22.4%-7.6pp | 55.6%-40.8pp | 62.5%-47.7pp |
| Annual return | 15.65% | 63.36%-47.7pp | 302.12%-286.5pp | 36.46%-20.8pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $37 | $636-94.2% | $1,790-97.9% | $3,835-99.0% |
| Admin fee / account holder | $32 | $2,105-98.5% | $2,495-98.7% | $1,002-96.8% |