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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 | $604 | $51,638-98.8% | $68,368-99.1% | $82,448-99.3% |
| Participation rate | 68.4% | 63.6%+4.8pp | 73.8%-5.3pp | 68.1%+0.4pp |
| Annual return | 110.97% | 37.53%+73.4pp | 292.57%-181.6pp | 41.64%+69.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $499 | $2,914-82.9% | $4,123-87.9% | $4,139-87.9% |
| Admin fee / account holder | $61 | $4,643-98.7% | $5,150-98.8% | $7,234-99.2% |