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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 | $1,742 | $81,643-97.9% | $70,462-97.5% | $158,950-98.9% |
| Participation rate | 21.7% | 77.7%-56.0pp | 75.1%-53.3pp | 82.0%-60.2pp |
| Annual return | 21.43% | 208.51%-187.1pp | 109.08%-87.7pp | 302.91%-281.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $199 | $4,555-95.6% | $3,710-94.6% | $5,983-96.7% |
| Admin fee / account holder | $132 | $6,194-97.9% | $3,845-96.6% | $11,248-98.8% |