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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 | $1,137 | $63,703-98.2% | $93,063-98.8% | $82,448-98.6% |
| Participation rate | 32.6% | 63.8%-31.2pp | 72.1%-39.5pp | 68.1%-35.4pp |
| Annual return | 25.57% | -775.43%+801.0pp | 34.15%-8.6pp | 41.64%-16.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $157 | $2,919-94.6% | $3,958-96.0% | $4,139-96.2% |
| Admin fee / account holder | $0 | $5,982-100.0% | $6,033-100.0% | $7,234-100.0% |