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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 | $1,782 | $48,050-96.3% | $85,969-97.9% | $59,633-97.0% |
| Participation rate | 17.6% | 64.5%-46.8pp | 76.5%-58.9pp | 68.7%-51.0pp |
| Annual return | 73.00% | 0.29%+72.7pp | 9.32%+63.7pp | 2041.45%-1968.4pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $338 | $2,249-85.0% | $3,829-91.2% | $3,192-89.4% |
| Admin fee / account holder | $76 | $3,206-97.6% | $6,053-98.7% | $4,297-98.2% |