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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 | $595 | $29,733-98.0% | $56,025-98.9% | $80,959-99.3% |
| Participation rate | 68.4% | 41.7%+26.7pp | 52.5%+15.9pp | 67.7%+0.8pp |
| Annual return | 16.22% | 35.28%-19.1pp | 1712.69%-1696.5pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $199 | $1,229-83.8% | $1,955-89.8% | $4,300-95.4% |
| Admin fee / account holder | $70 | $2,434-97.1% | $2,828-97.5% | $6,925-99.0% |