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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 | $3,975 | $47,105-91.6% | $68,368-94.2% | $67,986-94.2% |
| Participation rate | 7.1% | 51.8%-44.7pp | 73.8%-66.7pp | 57.2%-50.1pp |
| Annual return | 34.32% | 48.37%-14.1pp | 292.57%-258.3pp | 31.67%+2.7pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $122 | $2,374-94.8% | $4,123-97.0% | $3,358-96.4% |
| Admin fee / account holder | $62 | $2,435-97.4% | $5,150-98.8% | $3,203-98.1% |