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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 | $5,228 | $78,428-93.3% | $95,960-94.6% | $79,852-93.5% |
| Participation rate | 19.2% | 73.5%-54.3pp | 77.1%-57.8pp | 69.6%-50.4pp |
| Annual return | 220.49% | 19.37%+201.1pp | 91.63%+128.9pp | 31.72%+188.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $837 | $3,440-75.7% | $4,167-79.9% | $3,740-77.6% |
| Admin fee / account holder | $132 | $5,622-97.6% | $6,797-98.1% | $5,306-97.5% |