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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 | $1,266 | $50,554-97.5% | $67,681-98.1% | $87,485-98.6% |
| Participation rate | 38.6% | 67.7%-29.1pp | 73.7%-35.1pp | 68.9%-30.3pp |
| Annual return | 41.85% | 17.81%+24.0pp | 590.58%-548.7pp | 26.06%+15.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $342 | $2,961-88.5% | $3,976-91.4% | $4,274-92.0% |
| Admin fee / account holder | $3 | $4,132-99.9% | $6,100-100.0% | $7,775-100.0% |