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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 | $2,213 | $85,171-97.4% | $172,753-98.7% | $72,976-97.0% |
| Participation rate | 52.5% | 70.1%-17.6pp | 82.6%-30.1pp | 69.5%-17.0pp |
| Annual return | 26.19% | 27.32%-1.1pp | 803.00%-776.8pp | 81.02%-54.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $226 | $3,260-93.1% | $5,198-95.6% | $3,608-93.7% |
| Admin fee / account holder | $5 | $5,880-99.9% | $13,956-100.0% | $5,124-99.9% |