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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 | $717 | $102,429-99.3% | $147,096-99.5% | $80,925-99.1% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 13.96% | 135.02%-121.1pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $60 | $6,649-99.1% | $8,071-99.3% | $4,299-98.6% |
| Admin fee / account holder | $4 | $7,957-99.9% | $13,005-100.0% | $6,940-99.9% |