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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 | $3,209 | $65,367-95.1% | $92,915-96.5% | $72,976-95.6% |
| Participation rate | 16.1% | 68.3%-52.2pp | 76.0%-59.9pp | 69.5%-53.4pp |
| Annual return | 784.02% | 42.11%+741.9pp | 109.45%+674.6pp | 81.02%+703.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $566 | $3,128-81.9% | $4,238-86.7% | $3,608-84.3% |
| Admin fee / account holder | $6 | $4,251-99.9% | $5,796-99.9% | $5,124-99.9% |