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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 | $352 | $49,896-99.3% | $80,627-99.6% | $75,173-99.5% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 41.11% | 34.67%+6.4pp | 936.76%-895.6pp | 160.72%-119.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $159 | $2,992-94.7% | $4,443-96.4% | $4,126-96.1% |
| Admin fee / account holder | $68 | $3,578-98.1% | $5,381-98.7% | $5,651-98.8% |