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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 | $30,437-97.9% | $56,033-98.9% | $74,459-99.1% |
| Participation rate | 48.1% | 32.9%+15.2pp | 52.5%-4.4pp | 67.2%-19.1pp |
| Annual return | 14.36% | 24.96%-10.6pp | 1711.38%-1697.0pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $96 | $1,176-91.9% | $1,954-95.1% | $4,350-97.8% |
| Admin fee / account holder | $0 | $2,363-100.0% | $2,827-100.0% | $1,945-100.0% |