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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 | $3,815 | $95,406-96.0% | $185,849-97.9% | $85,847-95.6% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 11.77% | 23.59%-11.8pp | 122.10%-110.3pp | 318.61%-306.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $520 | $3,424-84.8% | $5,569-90.7% | $3,952-86.8% |
| Admin fee / account holder | $114 | $7,214-98.4% | $16,244-99.3% | $6,261-98.2% |