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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 | $1,589 | $58,311-97.3% | $81,882-98.1% | $80,959-98.0% |
| Participation rate | 69.4% | 63.5%+5.9pp | 72.4%-3.0pp | 67.7%+1.7pp |
| Annual return | 17.31% | 41.85%-24.5pp | 779.47%-762.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $460 | $3,287-86.0% | $4,323-89.4% | $4,300-89.3% |
| Admin fee / account holder | $15 | $4,752-99.7% | $7,360-99.8% | $6,925-99.8% |