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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 | $59,456-98.7% | $93,669-99.2% | $74,429-99.0% |
| Participation rate | 55.0% | 59.6%-4.7pp | 68.7%-13.8pp | 67.2%-12.3pp |
| Annual return | 16.37% | 82.00%-65.6pp | 133.59%-117.2pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $270 | $3,052-91.2% | $4,416-93.9% | $4,348-93.8% |
| Admin fee / account holder | $12 | $3,026-99.6% | $8,291-99.9% | $1,944-99.4% |