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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 | $1,502 | $58,241-97.4% | $81,780-98.2% | $80,911-98.1% |
| Participation rate | 63.0% | 63.4%-0.5pp | 72.4%-9.4pp | 67.6%-4.7pp |
| Annual return | 29.42% | 41.73%-12.3pp | 776.27%-746.8pp | 35.63%-6.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $682 | $3,283-79.2% | $4,321-84.2% | $4,297-84.1% |
| Admin fee / account holder | $6 | $4,973-99.9% | $7,384-99.9% | $6,935-99.9% |