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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 | $694 | $29,716-97.7% | $56,077-98.8% | $80,925-99.1% |
| Participation rate | 57.0% | 41.7%+15.3pp | 52.5%+4.5pp | 67.7%-10.7pp |
| Annual return | 17.02% | 35.30%-18.3pp | 1709.28%-1692.3pp | 35.65%-18.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $180 | $1,228-85.3% | $1,954-90.8% | $4,299-95.8% |
| Admin fee / account holder | $26 | $2,432-98.9% | $2,825-99.1% | $6,940-99.6% |