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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 | $8,346 | $94,031-91.1% | $115,768-92.8% | $82,448-89.9% |
| Participation rate | 52.1% | 70.4%-18.4pp | 74.4%-22.3pp | 68.1%-16.0pp |
| Annual return | 98.17% | 20.61%+77.6pp | 100.46%-2.3pp | 41.64%+56.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,421 | $3,972-64.2% | $4,917-71.1% | $4,139-65.7% |
| Admin fee / account holder | $295 | $10,249-97.1% | $12,439-97.6% | $7,234-95.9% |