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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 | $909 | $29,319-96.9% | $52,425-98.3% | $82,448-98.9% |
| Participation rate | 32.8% | 46.9%-14.1pp | 55.6%-22.9pp | 68.1%-35.3pp |
| Annual return | 21.80% | 535.20%-513.4pp | 302.12%-280.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $130 | $586-77.9% | $914-85.8% | $2,551-94.9% |
| Participant deferral / active EE | $134 | $1,171-88.6% | $1,790-92.5% | $4,139-96.8% |
| Admin fee / account holder | $158 | $1,962-92.0% | $2,495-93.7% | $7,234-97.8% |