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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 | $1,072 | $60,393-98.2% | $81,820-98.7% | $74,429-98.6% |
| Participation rate | 33.9% | 62.9%-29.0pp | 72.4%-38.5pp | 67.2%-33.3pp |
| Annual return | 17.30% | 16.89%+0.4pp | 777.93%-760.6pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $180 | $3,397-94.7% | $4,323-95.8% | $4,348-95.9% |
| Admin fee / account holder | $12 | $1,491-99.2% | $7,391-99.8% | $1,944-99.4% |