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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 | $1,529 | $100,139-98.5% | $85,187-98.2% | $145,884-99.0% |
| Participation rate | 65.2% | 74.1%-8.9pp | 67.5%-2.3pp | 80.3%-15.1pp |
| Annual return | 13.05% | 84.15%-71.1pp | 66.67%-53.6pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $780 | $5,296-85.3% | $4,525-82.8% | $6,690-88.3% |
| Admin fee / account holder | $210 | $7,262-97.1% | $6,162-96.6% | $13,392-98.4% |