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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 | $28,624-98.2% | $53,647-99.0% | $82,637-99.4% |
| Participation rate | 68.2% | 47.3%+20.9pp | 56.3%+11.9pp | 68.1%+0.1pp |
| Annual return | 18.37% | 664.98%-646.6pp | 358.33%-340.0pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $180 | $1,196-85.0% | $1,813-90.1% | $4,126-95.6% |
| Admin fee / account holder | $278 | $2,022-86.3% | $2,460-88.7% | $7,339-96.2% |