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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 | $1,654 | $78,520-97.9% | $96,576-98.3% | $82,448-98.0% |
| Participation rate | 53.8% | 77.7%-23.9pp | 81.4%-27.6pp | 68.1%-14.2pp |
| Annual return | 232.52% | 41.30%+191.2pp | 38.47%+194.1pp | 41.64%+190.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $887 | $6,754-86.9% | $7,956-88.8% | $4,139-78.6% |
| Admin fee / account holder | $0 | $13,455-100.0% | $11,381-100.0% | $7,234-100.0% |