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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 | $392 | $84,953-99.5% | $163,379-99.8% | $82,637-99.5% |
| Participation rate | 65.5% | 65.9%-0.4pp | 76.8%-11.3pp | 68.1%-2.5pp |
| Annual return | 94.50% | 23.07%+71.4pp | 63.41%+31.1pp | 53.51%+41.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $251 | $4,326-94.2% | $6,282-96.0% | $4,126-93.9% |
| Admin fee / account holder | $8 | $7,921-99.9% | $9,818-99.9% | $7,339-99.9% |