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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 | $778 | $59,467-98.7% | $93,727-99.2% | $74,478-99.0% |
| Participation rate | 55.0% | 59.6%-4.7pp | 68.7%-13.8pp | 67.2%-12.3pp |
| Annual return | 16.37% | 82.14%-65.8pp | 133.83%-117.5pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $270 | $3,052-91.2% | $4,417-93.9% | $4,350-93.8% |
| Admin fee / account holder | $12 | $3,028-99.6% | $8,292-99.9% | $1,946-99.4% |