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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 | $60,504-98.2% | $81,882-98.7% | $74,478-98.6% |
| Participation rate | 33.9% | 62.9%-29.0pp | 72.4%-38.5pp | 67.2%-33.3pp |
| Annual return | 17.30% | 16.91%+0.4pp | 779.47%-762.2pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $180 | $3,400-94.7% | $4,323-95.8% | $4,350-95.9% |
| Admin fee / account holder | $12 | $1,492-99.2% | $7,360-99.8% | $1,946-99.4% |