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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 | $813 | $65,440-98.8% | $98,506-99.2% | $85,851-99.1% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.3%-6.7pp | 69.3%-2.7pp |
| Annual return | 14.66% | 21.75%-7.1pp | 1494.92%-1480.3pp | 318.63%-304.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $280 | $3,168-91.1% | $4,277-93.4% | $3,952-92.9% |
| Admin fee / account holder | $73 | $4,596-98.4% | $5,955-98.8% | $6,261-98.8% |