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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 | $916 | $63,703-98.6% | $93,063-99.0% | $82,448-98.9% |
| Participation rate | 35.5% | 63.8%-28.3pp | 72.1%-36.6pp | 68.1%-32.6pp |
| Annual return | 2756.92% | -775.43%+3532.4pp | 34.15%+2722.8pp | 41.64%+2715.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $469 | $2,919-84.0% | $3,958-88.2% | $4,139-88.7% |
| Admin fee / account holder | $69 | $5,982-98.9% | $6,033-98.9% | $7,234-99.1% |