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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 | $1,212 | $61,391-98.0% | $149,723-99.2% | $71,529-98.3% |
| Participation rate | 48.1% | 62.5%-14.4pp | 78.8%-30.7pp | 67.9%-19.8pp |
| Annual return | 37.74% | 35.88%+1.9pp | 134.50%-96.8pp | 28.97%+8.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $353 | $2,921-87.9% | $5,682-93.8% | $4,291-91.8% |
| Admin fee / account holder | $60 | $1,264-95.3% | $13,215-99.5% | $1,588-96.2% |