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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 | $4,283 | $85,171-95.0% | $172,753-97.5% | $72,976-94.1% |
| Participation rate | 45.8% | 70.1%-24.3pp | 82.6%-36.9pp | 69.5%-23.7pp |
| Annual return | 25.32% | 27.32%-2.0pp | 803.00%-777.7pp | 81.02%-55.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $845 | $3,260-74.1% | $5,198-83.7% | $3,608-76.6% |
| Admin fee / account holder | $112 | $5,880-98.1% | $13,956-99.2% | $5,124-97.8% |