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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 | $2,484 | $64,705-96.2% | $62,929-96.1% | $67,986-96.3% |
| Participation rate | 52.7% | 65.6%-12.9pp | 73.1%-20.4pp | 57.2%-4.5pp |
| Annual return | 27.55% | 20.31%+7.2pp | 1063.93%-1036.4pp | 31.67%-4.1pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $568 | $3,198-82.2% | $3,888-85.4% | $3,358-83.1% |
| Admin fee / account holder | $50 | $1,428-96.5% | $5,065-99.0% | $3,203-98.4% |