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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 | $2,995 | $96,731-96.9% | $123,973-97.6% | $86,983-96.6% |
| Participation rate | 61.3% | 70.0%-8.7pp | 76.7%-15.4pp | 69.5%-8.3pp |
| Annual return | 87.46% | 17.33%+70.1pp | 388.13%-300.7pp | 25.83%+61.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,678 | $4,152-59.6% | $5,247-68.0% | $4,194-60.0% |
| Admin fee / account holder | $149 | $8,722-98.3% | $11,799-98.7% | $7,856-98.1% |