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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 | $514 | $29,319-98.2% | $52,425-99.0% | $82,448-99.4% |
| Participation rate | 68.2% | 46.9%+21.3pp | 55.6%+12.6pp | 68.1%+0.1pp |
| Annual return | 18.37% | 535.20%-516.8pp | 302.12%-283.7pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $180 | $1,171-84.6% | $1,790-90.0% | $4,139-95.7% |
| Admin fee / account holder | $278 | $1,962-85.8% | $2,495-88.9% | $7,234-96.2% |