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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 | $1,468 | $111,814-98.7% | $93,654-98.4% | $145,959-99.0% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 10.04% | 203.30%-193.3pp | 133.34%-123.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $593 | $4,914-87.9% | $4,413-86.6% | $6,689-91.1% |
| Admin fee / account holder | $149 | $10,246-98.5% | $8,282-98.2% | $13,398-98.9% |