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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 | $329 | $50,761-99.4% | $94,105-99.7% | $71,012-99.5% |
| Participation rate | 23.9% | 52.1%-28.2pp | 71.9%-48.0pp | 58.6%-34.6pp |
| Annual return | 43.54% | 18.04%+25.5pp | 204.55%-161.0pp | 37.67%+5.9pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,504-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $47 | $2,527-98.2% | $3,881-98.8% | $3,246-98.6% |
| Admin fee / account holder | $0 | $653-100.0% | $6,199-100.0% | $1,167-100.0% |