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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 | $1,531 | $51,642-97.0% | $129,384-98.8% | $80,935-98.1% |
| Participation rate | 54.3% | 56.9%-2.6pp | 69.6%-15.3pp | 67.7%-13.3pp |
| Annual return | 14.78% | 20.78%-6.0pp | 9461.77%-9447.0pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $428 | $2,670-84.0% | $4,166-89.7% | $4,299-90.1% |
| Admin fee / account holder | $30 | $4,312-99.3% | $7,686-99.6% | $6,924-99.6% |