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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 | $2,391 | $103,008-97.7% | $90,304-97.4% | $152,897-98.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 61.01% | 95.22%-34.2pp | 78.13%-17.1pp | 345.43%-284.4pp |
| Employer contribution / active EE | $399 | $3,139-87.3% | $2,855-86.0% | $4,764-91.6% |
| Participant deferral / active EE | $664 | $4,281-84.5% | $3,885-82.9% | $5,851-88.6% |
| Admin fee / account holder | $7 | $6,175-99.9% | $5,354-99.9% | $11,599-99.9% |