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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 | $2,401 | $48,011-95.0% | $63,803-96.2% | $82,637-97.1% |
| Participation rate | 66.7% | 66.6%+0.1pp | 72.7%-6.0pp | 68.1%-1.4pp |
| Annual return | 24.79% | 19.84%+4.9pp | 543.72%-518.9pp | 53.51%-28.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $700 | $2,846-75.4% | $3,843-81.8% | $4,126-83.0% |
| Admin fee / account holder | $175 | $3,873-95.5% | $5,196-96.6% | $7,339-97.6% |