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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 | $443 | $53,063-99.2% | $124,206-99.6% | $82,637-99.5% |
| Participation rate | 55.2% | 58.4%-3.2pp | 69.6%-14.4pp | 68.1%-12.9pp |
| Annual return | 0.00% | 68.87%-68.9pp | 515.27%-515.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $385 | $2,644-85.4% | $3,968-90.3% | $4,126-90.7% |
| Admin fee / account holder | $29 | $4,281-99.3% | $5,929-99.5% | $7,339-99.6% |