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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 | $1,565 | $43,496-96.4% | $161,489-99.0% | $64,340-97.6% |
| Participation rate | 43.1% | 53.5%-10.4pp | 78.7%-35.6pp | 55.2%-12.2pp |
| Annual return | 27.12% | 20.76%+6.4pp | 89.72%-62.6pp | 24.14%+3.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $313 | $1,996-84.3% | $5,630-94.4% | $2,980-89.5% |
| Admin fee / account holder | $0 | $2,330-100.0% | $16,006-100.0% | $3,703-100.0% |