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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 | $1,554 | $45,050-96.6% | $63,018-97.5% | $70,126-97.8% |
| Participation rate | 20.6% | 69.5%-48.9pp | 74.8%-54.2pp | 69.5%-49.0pp |
| Annual return | 207.79% | 18.76%+189.0pp | 87.62%+120.2pp | 73.15%+134.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $99 | $2,466-96.0% | $3,330-97.0% | $3,332-97.0% |
| Admin fee / account holder | $112 | $2,834-96.0% | $3,601-96.9% | $4,645-97.6% |