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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 | $2,234 | $100,139-97.8% | $85,187-97.4% | $145,884-98.5% |
| Participation rate | 68.8% | 74.1%-5.3pp | 67.5%+1.2pp | 80.3%-11.6pp |
| Annual return | 12.05% | 84.15%-72.1pp | 66.67%-54.6pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $571 | $5,296-89.2% | $4,525-87.4% | $6,690-91.5% |
| Admin fee / account holder | $253 | $7,262-96.5% | $6,162-95.9% | $13,392-98.1% |