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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 | $89,259-96.6% | $107,187-97.2% | $82,637-96.4% |
| Participation rate | 61.3% | 67.9%-6.6pp | 75.0%-13.7pp | 68.1%-6.8pp |
| Annual return | 87.46% | 21.02%+66.4pp | 204.55%-117.1pp | 53.51%+34.0pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,678 | $4,037-58.4% | $5,096-67.1% | $4,126-59.3% |
| Admin fee / account holder | $149 | $7,381-98.0% | $9,162-98.4% | $7,339-98.0% |