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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 | $2,010 | $83,485-97.6% | $125,192-98.4% | $72,975-97.2% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 113.74% | 25.77%+88.0pp | 43.79%+70.0pp | 81.01%+32.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $804 | $3,586-77.6% | $4,937-83.7% | $3,608-77.7% |
| Admin fee / account holder | $46 | $5,518-99.2% | $9,704-99.5% | $5,124-99.1% |