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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 | $7,602 | $49,199-84.5% | $121,204-93.7% | $75,173-89.9% |
| Participation rate | 45.1% | 55.4%-10.4pp | 69.5%-24.5pp | 67.2%-22.1pp |
| Annual return | 21.33% | 56.04%-34.7pp | 987.18%-965.8pp | 160.72%-139.4pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $571 | $2,630-78.3% | $4,083-86.0% | $4,126-86.2% |
| Admin fee / account holder | $189 | $3,946-95.2% | $5,651-96.7% | $5,651-96.7% |