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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 | $1,669 | $58,275-97.1% | $81,844-98.0% | $80,935-97.9% |
| Participation rate | 46.9% | 63.5%-16.6pp | 72.4%-25.5pp | 67.7%-20.8pp |
| Annual return | 13.58% | 41.82%-28.2pp | 778.87%-765.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $333 | $3,285-89.9% | $4,323-92.3% | $4,299-92.2% |
| Admin fee / account holder | $213 | $4,749-95.5% | $7,355-97.1% | $6,924-96.9% |