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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 | $94,699-99.3% | $185,441-99.7% | $65,306-99.0% |
| Participation rate | 21.1% | 64.2%-43.1pp | 80.3%-59.2pp | 57.7%-36.6pp |
| Annual return | 178.23% | 16.71%+161.5pp | 20.16%+158.1pp | 21.94%+156.3pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,672-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $169 | $3,568-95.3% | $6,152-97.3% | $2,959-94.3% |
| Admin fee / account holder | $60 | $4,797-98.7% | $17,890-99.7% | $3,480-98.3% |