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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 | $1,980 | $52,961-96.3% | $172,752-98.9% | $65,185-97.0% |
| Participation rate | 36.5% | 66.2%-29.7pp | 82.6%-46.1pp | 70.2%-33.7pp |
| Annual return | 29.54% | 30.12%-0.6pp | 802.97%-773.4pp | 29.38%+0.2pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $382 | $2,471-84.6% | $5,198-92.7% | $3,514-89.1% |
| Admin fee / account holder | $136 | $472-71.2% | $13,955-99.0% | $847-83.9% |