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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 | $873 | $67,823-98.7% | $52,425-98.3% | $137,256-99.4% |
| Participation rate | 47.8% | 63.9%-16.1pp | 55.6%-7.8pp | 80.0%-32.1pp |
| Annual return | 26.02% | 219.11%-193.1pp | 302.12%-276.1pp | 220.34%-194.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $198 | $2,288-91.3% | $1,790-88.9% | $6,407-96.9% |
| Admin fee / account holder | $61 | $2,844-97.9% | $2,495-97.6% | $12,270-99.5% |