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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 | $2,182 | $51,638-95.8% | $129,406-98.3% | $80,959-97.3% |
| Participation rate | 64.0% | 56.9%+7.1pp | 69.6%-5.6pp | 67.7%-3.7pp |
| Annual return | 15.59% | 20.78%-5.2pp | 9468.18%-9452.6pp | 35.67%-20.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $275 | $2,670-89.7% | $4,167-93.4% | $4,300-93.6% |
| Admin fee / account holder | $40 | $4,313-99.1% | $7,689-99.5% | $6,925-99.4% |