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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 | $2,132 | $755,339-99.7% | $379,746-99.4% | $158,982-98.7% |
| Participation rate | 43.8% | 81.8%-38.0pp | 78.4%-34.7pp | 82.0%-38.2pp |
| Annual return | 81.92% | 53.41%+28.5pp | 34.90%+47.0pp | 302.99%-221.1pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,256 | $7,938-84.2% | $6,024-79.2% | $5,983-79.0% |
| Admin fee / account holder | $209 | $14,482-98.6% | $7,927-97.4% | $11,252-98.1% |