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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 | $1,208 | $60,442-98.0% | $96,754-98.8% | $87,485-98.6% |
| Participation rate | 48.3% | 58.7%-10.4pp | 70.3%-22.0pp | 68.9%-20.7pp |
| Annual return | 45.17% | 21.97%+23.2pp | 82.04%-36.9pp | 26.06%+19.1pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $493 | $3,280-85.0% | $4,758-89.6% | $4,274-88.5% |
| Admin fee / account holder | $76 | $5,069-98.5% | $8,905-99.1% | $7,775-99.0% |