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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 | $7,234 | $98,776-92.7% | $149,745-95.2% | $79,856-90.9% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.5%-40.8pp | 69.6%-28.0pp |
| Annual return | 67.68% | 27.38%+40.3pp | 276.72%-209.0pp | 31.71%+36.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,322 | $5,681-59.1% | $6,843-66.1% | $3,741-37.9% |
| Admin fee / account holder | $287 | $6,053-95.3% | $9,312-96.9% | $5,306-94.6% |