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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 | $1,067 | $48,011-97.8% | $63,803-98.3% | $82,637-98.7% |
| Participation rate | 67.4% | 66.6%+0.9pp | 72.7%-5.3pp | 68.1%-0.6pp |
| Annual return | 34.28% | 19.84%+14.4pp | 543.72%-509.4pp | 53.51%-19.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $415 | $2,846-85.4% | $3,843-89.2% | $4,126-89.9% |
| Admin fee / account holder | $101 | $3,873-97.4% | $5,196-98.1% | $7,339-98.6% |