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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 | $584 | $55,446-98.9% | $155,574-99.6% | $74,429-99.2% |
| Participation rate | 45.8% | 61.9%-16.1pp | 78.2%-32.4pp | 67.2%-21.5pp |
| Annual return | 12.12% | 269.20%-257.1pp | 64.87%-52.7pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $109 | $2,836-96.1% | $5,629-98.1% | $4,348-97.5% |
| Admin fee / account holder | $15 | $1,743-99.1% | $15,914-99.9% | $1,944-99.2% |