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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 | $2,371 | $47,479-95.0% | $62,929-96.2% | $82,448-97.1% |
| Participation rate | 53.6% | 66.9%-13.3pp | 73.1%-19.5pp | 68.1%-14.5pp |
| Annual return | 25.79% | 20.34%+5.4pp | 1063.93%-1038.1pp | 41.64%-15.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $437 | $2,870-84.8% | $3,888-88.8% | $4,139-89.5% |
| Admin fee / account holder | $282 | $3,804-92.6% | $5,065-94.4% | $7,234-96.1% |