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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 | $5,458 | $80,992-93.3% | $96,534-94.3% | $75,173-92.7% |
| Participation rate | 24.3% | 71.8%-47.5pp | 76.0%-51.7pp | 67.2%-42.9pp |
| Annual return | 650.08% | 27.05%+623.0pp | 25.88%+624.2pp | 160.72%+489.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,205 | $3,929-69.3% | $4,851-75.1% | $4,126-70.8% |
| Admin fee / account holder | $55 | $6,717-99.2% | $8,253-99.3% | $5,651-99.0% |