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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 | $697 | $29,736-97.7% | $56,033-98.8% | $80,935-99.1% |
| Participation rate | 47.5% | 41.7%+5.8pp | 52.5%-5.0pp | 67.7%-20.2pp |
| Annual return | 12.57% | 35.28%-22.7pp | 1711.38%-1698.8pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $72 | $1,228-94.2% | $1,954-96.3% | $4,299-98.3% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |