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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 | $518 | $49,164-98.9% | $121,169-99.6% | $75,181-99.3% |
| Participation rate | 59.6% | 55.4%+4.2pp | 69.5%-9.9pp | 67.2%-7.5pp |
| Annual return | 35.63% | 56.03%-20.4pp | 986.71%-951.1pp | 160.69%-125.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $175 | $2,628-93.3% | $4,083-95.7% | $4,126-95.8% |
| Admin fee / account holder | $4 | $3,942-99.9% | $5,645-99.9% | $5,650-99.9% |