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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 | $819 | $70,684-98.8% | $169,390-99.5% | $75,173-98.9% |
| Participation rate | 55.4% | 64.8%-9.4pp | 77.2%-21.8pp | 67.2%-11.8pp |
| Annual return | 52.15% | 36.38%+15.8pp | 406.07%-353.9pp | 160.72%-108.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $388 | $4,310-91.0% | $6,222-93.8% | $4,126-90.6% |
| Admin fee / account holder | $57 | $5,404-98.9% | $9,015-99.4% | $5,651-99.0% |