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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 | $1,245 | $48,053-97.4% | $84,628-98.5% | $72,975-98.3% |
| Participation rate | 27.8% | 57.6%-29.8pp | 68.2%-40.5pp | 69.5%-41.7pp |
| Annual return | 46.69% | 37.39%+9.3pp | 258.80%-212.1pp | 81.01%-34.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $402 | $2,681-85.0% | $3,900-89.7% | $3,608-88.8% |
| Admin fee / account holder | $65 | $3,395-98.1% | $4,914-98.7% | $5,124-98.7% |