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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 | $1,390 | $102,422-98.6% | $147,117-99.1% | $80,959-98.3% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 13.54% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $735 | $6,652-88.9% | $8,065-90.9% | $4,300-82.9% |
| Admin fee / account holder | $177 | $7,953-97.8% | $12,993-98.6% | $6,925-97.4% |