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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 | $132,634-97.4% | $115,768-97.0% | $137,256-97.5% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.4%-28.9pp | 80.0%-34.5pp |
| Annual return | 169.50% | 160.70%+8.8pp | 100.46%+69.0pp | 220.34%-50.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,328 | $5,619-76.4% | $4,917-73.0% | $6,407-79.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |