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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 | $566 | $80,674-99.3% | $119,126-99.5% | $64,340-99.1% |
| Participation rate | 56.2% | 55.2%+1.0pp | 75.8%-19.6pp | 55.2%+1.0pp |
| Annual return | 0.00% | 26.86%-26.9pp | 282.11%-282.1pp | 24.14%-24.1pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $328 | $3,053-89.3% | $5,318-93.8% | $2,980-89.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |