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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 | $266 | $43,730-99.4% | $66,674-99.6% | $64,097-99.6% |
| Participation rate | 38.8% | 50.7%-12.0pp | 73.7%-34.9pp | 55.2%-16.4pp |
| Annual return | 70.08% | 53.62%+16.5pp | 321.24%-251.2pp | 34.64%+35.4pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $90 | $2,122-95.7% | $4,084-97.8% | $3,080-97.1% |
| Admin fee / account holder | $17 | $2,708-99.4% | $5,098-99.7% | $3,454-99.5% |