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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 | $305 | $45,626-99.3% | $94,105-99.7% | $64,097-99.5% |
| Participation rate | 35.9% | 48.0%-12.1pp | 71.9%-36.1pp | 55.2%-19.3pp |
| Annual return | 186.60% | 28.23%+158.4pp | 204.55%-18.0pp | 34.64%+152.0pp |
| Employer contribution / active EE | $0 | $1,171-100.0% | $2,504-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $95 | $2,128-95.6% | $3,881-97.6% | $3,080-96.9% |
| Admin fee / account holder | $9 | $2,872-99.7% | $6,199-99.9% | $3,454-99.7% |