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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 | $3,086 | $81,643-96.2% | $70,462-95.6% | $158,950-98.1% |
| Participation rate | 27.8% | 77.7%-49.9pp | 75.1%-47.3pp | 82.0%-54.2pp |
| Annual return | 32.50% | 208.51%-176.0pp | 109.08%-76.6pp | 302.91%-270.4pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $446 | $4,555-90.2% | $3,710-88.0% | $5,983-92.5% |
| Admin fee / account holder | $9 | $6,194-99.9% | $3,845-99.8% | $11,248-99.9% |