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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 | $484 | $49,976-99.0% | $66,674-99.3% | $82,637-99.4% |
| Participation rate | 51.4% | 63.1%-11.7pp | 73.7%-22.2pp | 68.1%-16.6pp |
| Annual return | 43.17% | 39.09%+4.1pp | 321.24%-278.1pp | 53.51%-10.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $382 | $2,847-86.6% | $4,084-90.7% | $4,126-90.8% |
| Admin fee / account holder | $41 | $4,594-99.1% | $5,098-99.2% | $7,339-99.4% |