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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 | $1,758 | $43,730-96.0% | $66,674-97.4% | $64,097-97.3% |
| Participation rate | 39.3% | 50.7%-11.5pp | 73.7%-34.4pp | 55.2%-15.9pp |
| Annual return | 22.33% | 53.62%-31.3pp | 321.24%-298.9pp | 34.64%-12.3pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $303 | $2,122-85.7% | $4,084-92.6% | $3,080-90.2% |
| Admin fee / account holder | $47 | $2,708-98.3% | $5,098-99.1% | $3,454-98.6% |