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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 | $656 | $80,812-99.2% | $160,784-99.6% | $82,448-99.2% |
| Participation rate | 51.5% | 66.2%-14.7pp | 77.0%-25.4pp | 68.1%-16.6pp |
| Annual return | 26.76% | 100.59%-73.8pp | 1803.92%-1777.2pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $180 | $4,335-95.9% | $6,293-97.1% | $4,139-95.7% |
| Admin fee / account holder | $59 | $7,695-99.2% | $9,717-99.4% | $7,234-99.2% |