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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 | $1,308 | $72,071-98.2% | $68,368-98.1% | $137,256-99.0% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.0%-18.4pp |
| Annual return | 28.36% | 353.14%-324.8pp | 292.57%-264.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $530 | $4,410-88.0% | $4,123-87.1% | $6,407-91.7% |
| Admin fee / account holder | $130 | $5,336-97.6% | $5,150-97.5% | $12,270-98.9% |