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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 | $1,145 | $232,540-99.5% | $185,117-99.4% | $147,586-99.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 78.52% | 43.03%+35.5pp | 40.50%+38.0pp | 578.59%-500.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $616 | $5,834-89.4% | $5,045-87.8% | $5,439-88.7% |
| Admin fee / account holder | $110 | $10,275-98.9% | $8,159-98.7% | $10,886-99.0% |