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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 | $3,195 | $81,643-96.1% | $70,462-95.5% | $158,950-98.0% |
| Participation rate | 56.5% | 77.7%-21.2pp | 75.1%-18.5pp | 82.0%-25.4pp |
| Annual return | 22.25% | 208.51%-186.3pp | 109.08%-86.8pp | 302.91%-280.7pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $532 | $4,555-88.3% | $3,710-85.6% | $5,983-91.1% |
| Admin fee / account holder | $21 | $6,194-99.7% | $3,845-99.5% | $11,248-99.8% |