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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 | $1,735 | $70,366-97.5% | $66,674-97.4% | $138,895-98.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 25.57% | 386.41%-360.8pp | 321.24%-295.7pp | 145.39%-119.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $530 | $4,374-87.9% | $4,084-87.0% | $6,396-91.7% |
| Admin fee / account holder | $83 | $5,262-98.4% | $5,098-98.4% | $12,562-99.3% |