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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 | $1,213 | $48,284-97.5% | $67,524-98.2% | $80,911-98.5% |
| Participation rate | 69.4% | 66.4%+3.0pp | 72.9%-3.5pp | 67.6%+1.8pp |
| Annual return | 14.23% | 18.27%-4.0pp | 3519.41%-3505.2pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $549 | $2,927-81.2% | $4,001-86.3% | $4,297-87.2% |
| Admin fee / account holder | $90 | $3,688-97.6% | $4,001-97.8% | $6,935-98.7% |