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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 | $299 | $51,638-99.4% | $68,368-99.6% | $82,448-99.6% |
| Participation rate | 59.5% | 63.6%-4.1pp | 73.8%-14.2pp | 68.1%-8.5pp |
| Annual return | 61.77% | 37.53%+24.2pp | 292.57%-230.8pp | 41.64%+20.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $280 | $2,914-90.4% | $4,123-93.2% | $4,139-93.2% |
| Admin fee / account holder | $37 | $4,643-99.2% | $5,150-99.3% | $7,234-99.5% |