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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 | $1,551 | $77,901-98.0% | $149,717-99.0% | $75,181-97.9% |
| Participation rate | 27.2% | 65.6%-38.4pp | 78.8%-51.6pp | 67.2%-40.0pp |
| Annual return | 54.78% | 31.73%+23.1pp | 134.41%-79.6pp | 160.69%-105.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $319 | $3,411-90.6% | $5,682-94.4% | $4,126-92.3% |
| Admin fee / account holder | $23 | $5,949-99.6% | $13,213-99.8% | $5,650-99.6% |