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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 | $2,006 | $60,454-96.7% | $81,844-97.5% | $74,459-97.3% |
| Participation rate | 66.4% | 63.0%+3.4pp | 72.4%-6.0pp | 67.2%-0.8pp |
| Annual return | 14.10% | 16.87%-2.8pp | 778.87%-764.8pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $550 | $3,398-83.8% | $4,323-87.3% | $4,350-87.3% |
| Admin fee / account holder | $112 | $1,490-92.5% | $7,355-98.5% | $1,945-94.2% |