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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 | $940 | $38,075-97.5% | $93,419-99.0% | $73,493-98.7% |
| Participation rate | 15.7% | 56.7%-41.0pp | 66.8%-51.1pp | 70.7%-55.0pp |
| Annual return | 40.49% | 17.59%+22.9pp | 78.05%-37.6pp | 28.51%+12.0pp |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,075-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $162 | $2,012-91.9% | $3,126-94.8% | $3,740-95.7% |
| Admin fee / account holder | $19 | $351-94.6% | $5,230-99.6% | $513-96.3% |