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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 | $468 | $110,483-99.6% | $145,433-99.7% | $79,634-99.4% |
| Participation rate | 17.1% | 71.1%-54.0pp | 82.1%-65.0pp | 62.5%-45.4pp |
| Annual return | 62.61% | 24.62%+38.0pp | 66.58%-4.0pp | 36.46%+26.1pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $71 | $7,216-99.0% | $7,897-99.1% | $3,835-98.1% |
| Admin fee / account holder | $19 | $680-97.2% | $13,129-99.9% | $1,002-98.1% |