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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 | $1,229 | $68,586-98.2% | $120,380-99.0% | $80,911-98.5% |
| Participation rate | 62.1% | 61.6%+0.5pp | 71.9%-9.8pp | 67.6%-5.6pp |
| Annual return | 16.46% | 23.62%-7.2pp | 107.28%-90.8pp | 35.63%-19.2pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $542 | $3,174-82.9% | $4,992-89.1% | $4,297-87.4% |
| Admin fee / account holder | $68 | $5,733-98.8% | $9,421-99.3% | $6,935-99.0% |