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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 | $3,701 | $81,643-95.5% | $70,462-94.7% | $158,950-97.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 19.74% | 208.51%-188.8pp | 109.08%-89.3pp | 302.91%-283.2pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $680 | $4,555-85.1% | $3,710-81.7% | $5,983-88.6% |
| Admin fee / account holder | $42 | $6,194-99.3% | $3,845-98.9% | $11,248-99.6% |