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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 | $1,455 | $109,908-98.7% | $97,161-98.5% | $145,978-99.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 13.82% | 243.80%-230.0pp | 75.36%-61.5pp | 550.52%-536.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $683 | $4,679-85.4% | $4,265-84.0% | $6,690-89.8% |
| Admin fee / account holder | $162 | $6,213-97.4% | $5,647-97.1% | $13,400-98.8% |