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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 | $2,328 | $52,581-95.6% | $130,788-98.2% | $64,340-96.4% |
| Participation rate | 29.4% | 46.5%-17.2pp | 70.1%-40.7pp | 55.2%-25.9pp |
| Annual return | 26.26% | 20.39%+5.9pp | 386.44%-360.2pp | 24.14%+2.1pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $357 | $2,200-83.8% | $4,137-91.4% | $2,980-88.0% |
| Admin fee / account holder | $124 | $4,583-97.3% | $6,673-98.1% | $3,703-96.6% |