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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 | $809 | $96,678-99.2% | $86,640-99.1% | $139,466-99.4% |
| Participation rate | 65.0% | 74.4%-9.4pp | 71.7%-6.7pp | 80.3%-15.3pp |
| Annual return | 22.51% | 106.69%-84.2pp | 592.52%-570.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $401 | $4,837-91.7% | $4,438-91.0% | $6,712-94.0% |
| Admin fee / account holder | $208 | $6,410-96.7% | $5,616-96.3% | $11,409-98.2% |