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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 | $8,763 | $78,015-88.8% | $178,505-95.1% | $80,959-89.2% |
| Participation rate | 25.0% | 65.7%-40.7pp | 77.1%-52.1pp | 67.7%-42.7pp |
| Annual return | 2061.43% | 18.10%+2043.3pp | 27.16%+2034.3pp | 35.67%+2025.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,002 | $4,406-77.2% | $6,280-84.0% | $4,300-76.7% |
| Admin fee / account holder | $97 | $7,160-98.6% | $10,428-99.1% | $6,925-98.6% |