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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 | $1,250 | $125,184-99.0% | $105,607-98.8% | $145,884-99.1% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 12.55% | 225.00%-212.5pp | 116.11%-103.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $247 | $5,714-95.7% | $5,011-95.1% | $6,690-96.3% |
| Admin fee / account holder | $5 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |