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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 | $3,217 | $78,690-95.9% | $161,489-98.0% | $87,485-96.3% |
| Participation rate | 59.3% | 67.5%-8.2pp | 78.7%-19.4pp | 68.9%-9.7pp |
| Annual return | 26.64% | 32.74%-6.1pp | 89.72%-63.1pp | 26.06%+0.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $692 | $3,311-79.1% | $5,630-87.7% | $4,274-83.8% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |