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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 | $776 | $58,848-98.7% | $88,179-99.1% | $82,637-99.1% |
| Participation rate | 40.0% | 57.9%-17.9pp | 69.1%-29.1pp | 68.1%-28.1pp |
| Annual return | 44.71% | 22.76%+22.0pp | 64.97%-20.3pp | 53.51%-8.8pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $213 | $3,124-93.2% | $4,614-95.4% | $4,126-94.8% |
| Admin fee / account holder | $0 | $4,795-100.0% | $7,673-100.0% | $7,339-100.0% |