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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 | $2,486 | $81,664-97.0% | $70,476-96.5% | $158,966-98.4% |
| Participation rate | 63.6% | 77.7%-14.1pp | 75.1%-11.4pp | 82.0%-18.3pp |
| Annual return | 30.95% | 208.59%-177.6pp | 109.12%-78.2pp | 302.95%-272.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $704 | $4,556-84.6% | $3,710-81.0% | $5,983-88.2% |
| Admin fee / account holder | $7 | $6,197-99.9% | $3,847-99.8% | $11,250-99.9% |