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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 | $1,501 | $85,171-98.2% | $172,753-99.1% | $72,976-97.9% |
| Participation rate | 41.7% | 70.1%-28.4pp | 82.6%-41.0pp | 69.5%-27.8pp |
| Annual return | 18.30% | 27.32%-9.0pp | 803.00%-784.7pp | 81.02%-62.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $679 | $3,260-79.2% | $5,198-86.9% | $3,608-81.2% |
| Admin fee / account holder | $238 | $5,880-96.0% | $13,956-98.3% | $5,124-95.4% |