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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 | $4,100 | $34,316-88.1% | $74,723-94.5% | $72,976-94.4% |
| Participation rate | 6.8% | 42.4%-35.7pp | 54.5%-47.7pp | 69.5%-62.7pp |
| Annual return | 33.36% | 26.58%+6.8pp | 753.18%-719.8pp | 81.02%-47.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $239 | $1,272-81.2% | $1,962-87.8% | $3,608-93.4% |
| Admin fee / account holder | $253 | $2,125-88.1% | $3,335-92.4% | $5,124-95.1% |