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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 | $2,094 | $70,684-97.0% | $169,390-98.8% | $75,173-97.2% |
| Participation rate | 39.4% | 64.8%-25.4pp | 77.2%-37.8pp | 67.2%-27.8pp |
| Annual return | 41.81% | 36.38%+5.4pp | 406.07%-364.3pp | 160.72%-118.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $622 | $4,310-85.6% | $6,222-90.0% | $4,126-84.9% |
| Admin fee / account holder | $60 | $5,404-98.9% | $9,015-99.3% | $5,651-98.9% |