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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 | $962 | $69,252-98.6% | $64,099-98.5% | $139,456-99.3% |
| Participation rate | 54.5% | 75.6%-21.1pp | 72.3%-17.8pp | 80.3%-25.8pp |
| Annual return | 58.49% | 45.89%+12.6pp | 33.70%+24.8pp | 373.45%-315.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $588 | $4,683-87.5% | $3,881-84.9% | $6,711-91.2% |
| Admin fee / account holder | $204 | $4,248-95.2% | $3,070-93.4% | $11,407-98.2% |