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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 | $1,491 | $51,638-97.1% | $68,368-97.8% | $82,448-98.2% |
| Participation rate | 38.2% | 63.6%-25.4pp | 73.8%-35.5pp | 68.1%-29.8pp |
| Annual return | 85.12% | 37.53%+47.6pp | 292.57%-207.5pp | 41.64%+43.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $459 | $2,914-84.3% | $4,123-88.9% | $4,139-88.9% |
| Admin fee / account holder | $62 | $4,643-98.7% | $5,150-98.8% | $7,234-99.1% |