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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 | $445 | $77,920-99.4% | $149,723-99.7% | $75,177-99.4% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 49.80% | 31.72%+18.1pp | 134.50%-84.7pp | 160.75%-111.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $184 | $3,411-94.6% | $5,682-96.8% | $4,126-95.5% |
| Admin fee / account holder | $5 | $5,951-99.9% | $13,215-100.0% | $5,651-99.9% |