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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 | $3,416 | $139,948-97.6% | $121,663-97.2% | $154,746-97.8% |
| Participation rate | 45.5% | 78.0%-32.6pp | 74.5%-29.0pp | 80.7%-35.2pp |
| Annual return | 169.50% | 230.52%-61.0pp | 147.54%+22.0pp | 172.34%-2.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,328 | $5,629-76.4% | $4,887-72.8% | $6,730-80.3% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |