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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 | $633 | $91,120-99.3% | $161,149-99.6% | $64,097-99.0% |
| Participation rate | 21.1% | 62.2%-41.1pp | 78.8%-57.7pp | 55.2%-34.1pp |
| Annual return | 178.23% | 17.95%+160.3pp | 21.16%+157.1pp | 34.64%+143.6pp |
| Employer contribution / active EE | $0 | $2,284-100.0% | $4,360-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $169 | $3,708-95.4% | $6,153-97.3% | $3,080-94.5% |
| Admin fee / account holder | $60 | $4,535-98.7% | $15,194-99.6% | $3,454-98.3% |