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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 | $2,139 | $77,901-97.3% | $149,717-98.6% | $75,181-97.2% |
| Participation rate | 63.9% | 65.6%-1.6pp | 78.8%-14.8pp | 67.2%-3.3pp |
| Annual return | 20.35% | 31.73%-11.4pp | 134.41%-114.1pp | 160.69%-140.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $414 | $3,411-87.9% | $5,682-92.7% | $4,126-90.0% |
| Admin fee / account holder | $57 | $5,949-99.0% | $13,213-99.6% | $5,650-99.0% |