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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 | $1,173 | $47,105-97.5% | $68,368-98.3% | $67,986-98.3% |
| Participation rate | 48.6% | 51.8%-3.2pp | 73.8%-25.2pp | 57.2%-8.6pp |
| Annual return | 21.48% | 48.37%-26.9pp | 292.57%-271.1pp | 31.67%-10.2pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $266 | $2,374-88.8% | $4,123-93.5% | $3,358-92.1% |
| Admin fee / account holder | $126 | $2,435-94.8% | $5,150-97.6% | $3,203-96.1% |