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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 | $1,956 | $100,203-98.0% | $85,240-97.7% | $145,897-98.7% |
| Participation rate | 65.2% | 74.1%-8.9pp | 67.5%-2.3pp | 80.3%-15.1pp |
| Annual return | 11.74% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $589 | $5,299-88.9% | $4,527-87.0% | $6,689-91.2% |
| Admin fee / account holder | $107 | $7,265-98.5% | $6,165-98.3% | $13,390-99.2% |