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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 | $400 | $47,105-99.2% | $68,368-99.4% | $67,986-99.4% |
| Participation rate | 28.3% | 51.8%-23.5pp | 73.8%-45.5pp | 57.2%-28.9pp |
| Annual return | 24.39% | 48.37%-24.0pp | 292.57%-268.2pp | 31.67%-7.3pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $137 | $2,374-94.2% | $4,123-96.7% | $3,358-95.9% |
| Admin fee / account holder | $189 | $2,435-92.2% | $5,150-96.3% | $3,203-94.1% |