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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 | $29,716-98.0% | $56,077-98.9% | $80,925-99.3% |
| Participation rate | 68.4% | 41.7%+26.7pp | 52.5%+15.9pp | 67.7%+0.8pp |
| Annual return | 16.22% | 35.30%-19.1pp | 1709.28%-1693.1pp | 35.65%-19.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $199 | $1,228-83.8% | $1,954-89.8% | $4,299-95.4% |
| Admin fee / account holder | $70 | $2,432-97.1% | $2,825-97.5% | $6,940-99.0% |