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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 | $242 | $31,105-99.2% | $53,647-99.5% | $64,097-99.6% |
| Participation rate | 69.7% | 30.7%+39.0pp | 56.3%+13.4pp | 55.2%+14.5pp |
| Annual return | 315.57% | 22.54%+293.0pp | 358.33%-42.8pp | 34.64%+280.9pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $153 | $896-82.9% | $1,813-91.6% | $3,080-95.0% |
| Admin fee / account holder | $0 | $2,195-100.0% | $2,460-100.0% | $3,454-100.0% |