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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 | $718 | $29,319-97.6% | $52,425-98.6% | $82,448-99.1% |
| Participation rate | 57.1% | 46.9%+10.3pp | 55.6%+1.5pp | 68.1%-10.9pp |
| Annual return | 25.71% | 535.20%-509.5pp | 302.12%-276.4pp | 41.64%-15.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $220 | $1,171-81.2% | $1,790-87.7% | $4,139-94.7% |
| Admin fee / account holder | $120 | $1,962-93.9% | $2,495-95.2% | $7,234-98.3% |