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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 | $5,104 | $63,433-92.0% | $63,803-92.0% | $64,097-92.0% |
| Participation rate | 60.7% | 65.0%-4.3pp | 72.7%-12.0pp | 55.2%+5.5pp |
| Annual return | 111.73% | 20.74%+91.0pp | 543.72%-432.0pp | 34.64%+77.1pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $560 | $3,119-82.0% | $3,843-85.4% | $3,080-81.8% |
| Admin fee / account holder | $103 | $1,489-93.1% | $5,196-98.0% | $3,454-97.0% |