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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 | $697 | $55,470-98.7% | $155,556-99.6% | $74,478-99.1% |
| Participation rate | 53.4% | 61.9%-8.5pp | 78.2%-24.8pp | 67.2%-13.8pp |
| Annual return | 11.40% | 269.80%-258.4pp | 64.84%-53.4pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $250 | $2,838-91.2% | $5,631-95.6% | $4,350-94.2% |
| Admin fee / account holder | $2 | $1,744-99.9% | $15,885-100.0% | $1,946-99.9% |