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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 | $623 | $58,258-98.9% | $81,820-99.2% | $80,925-99.2% |
| Participation rate | 47.8% | 63.5%-15.6pp | 72.4%-24.6pp | 67.7%-19.8pp |
| Annual return | 11.24% | 41.76%-30.5pp | 777.93%-766.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $266 | $3,284-91.9% | $4,323-93.8% | $4,299-93.8% |
| Admin fee / account holder | $267 | $4,976-94.6% | $7,391-96.4% | $6,940-96.2% |