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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 | $438 | $47,105-99.1% | $68,368-99.4% | $67,986-99.4% |
| Participation rate | 28.7% | 51.8%-23.1pp | 73.8%-45.0pp | 57.2%-28.5pp |
| Annual return | 76.72% | 48.37%+28.3pp | 292.57%-215.9pp | 31.67%+45.1pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $230 | $2,374-90.3% | $4,123-94.4% | $3,358-93.1% |
| Admin fee / account holder | $203 | $2,435-91.7% | $5,150-96.1% | $3,203-93.7% |