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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 | $1,088 | $37,463-97.1% | $77,096-98.6% | $66,938-98.4% |
| Participation rate | 27.2% | 52.9%-25.7pp | 67.9%-40.7pp | 69.8%-42.6pp |
| Annual return | 46.99% | -3.25%+50.2pp | 42.35%+4.6pp | 1.58%+45.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $91 | $2,621-96.5% | $4,429-97.9% | $4,238-97.9% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |