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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 | $706 | $55,437-98.7% | $155,534-99.5% | $74,459-99.1% |
| Participation rate | 0.9% | 61.9%-61.0pp | 78.2%-77.3pp | 67.2%-66.3pp |
| Annual return | 12.96% | 269.58%-256.6pp | 64.92%-52.0pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8 | $2,837-99.7% | $5,630-99.9% | $4,350-99.8% |
| Admin fee / account holder | $177 | $1,742-89.8% | $15,900-98.9% | $1,945-90.9% |