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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 | $651 | $31,105-97.9% | $53,647-98.8% | $64,097-99.0% |
| Participation rate | 30.0% | 30.7%-0.7pp | 56.3%-26.3pp | 55.2%-25.2pp |
| Annual return | 16.93% | 22.54%-5.6pp | 358.33%-341.4pp | 34.64%-17.7pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $90 | $896-90.0% | $1,813-95.0% | $3,080-97.1% |
| Admin fee / account holder | $106 | $2,195-95.2% | $2,460-95.7% | $3,454-96.9% |