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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 | $1,736 | $67,894-97.4% | $89,340-98.1% | $82,448-97.9% |
| Participation rate | 51.5% | 64.0%-12.5pp | 69.6%-18.1pp | 68.1%-16.6pp |
| Annual return | 92.02% | 19.21%+72.8pp | 20.57%+71.4pp | 41.64%+50.4pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $830 | $3,072-73.0% | $3,823-78.3% | $4,139-79.9% |
| Admin fee / account holder | $156 | $5,723-97.3% | $6,704-97.7% | $7,234-97.8% |