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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 | $2,456 | $105,198-97.7% | $159,455-98.5% | $85,856-97.1% |
| Participation rate | 60.8% | 75.8%-15.0pp | 82.8%-22.0pp | 69.3%-8.5pp |
| Annual return | 16.57% | 45.08%-28.5pp | 263.63%-247.1pp | 318.58%-302.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,001 | $5,946-83.2% | $7,353-86.4% | $3,952-74.7% |
| Admin fee / account holder | $57 | $6,934-99.2% | $10,800-99.5% | $6,261-99.1% |