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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 | $2,666 | $96,731-97.2% | $123,973-97.8% | $86,983-96.9% |
| Participation rate | 33.7% | 70.0%-36.3pp | 76.7%-42.9pp | 69.5%-35.8pp |
| Annual return | 29.67% | 17.33%+12.3pp | 388.13%-358.5pp | 25.83%+3.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $612 | $4,152-85.3% | $5,247-88.3% | $4,194-85.4% |
| Admin fee / account holder | $10 | $8,722-99.9% | $11,799-99.9% | $7,856-99.9% |