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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 | $483 | $45,123-98.9% | $85,240-99.4% | $74,478-99.4% |
| Participation rate | 60.2% | 49.4%+10.8pp | 67.5%-7.3pp | 67.2%-7.0pp |
| Annual return | 123.47% | 26.32%+97.2pp | 66.75%+56.7pp | 1370.56%-1247.1pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $246 | $2,736-91.0% | $4,527-94.6% | $4,350-94.3% |
| Admin fee / account holder | $27 | $2,215-98.8% | $6,165-99.6% | $1,946-98.6% |