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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 | $1,278 | $88,672-98.6% | $105,223-98.8% | $82,448-98.5% |
| Participation rate | 26.5% | 67.9%-41.5pp | 75.0%-48.6pp | 68.1%-41.6pp |
| Annual return | 38.84% | 30.86%+8.0pp | 180.65%-141.8pp | 41.64%-2.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $302 | $4,036-92.5% | $5,072-94.1% | $4,139-92.7% |
| Admin fee / account holder | $223 | $7,146-96.9% | $8,859-97.5% | $7,234-96.9% |