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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 | $93,345-98.6% | $119,126-98.9% | $87,485-98.5% |
| Participation rate | 26.5% | 68.7%-42.3pp | 75.8%-49.3pp | 68.9%-42.5pp |
| Annual return | 38.84% | 19.08%+19.8pp | 282.11%-243.3pp | 26.06%+12.8pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $302 | $4,099-92.6% | $5,318-94.3% | $4,274-92.9% |
| Admin fee / account holder | $223 | $8,039-97.2% | $10,693-97.9% | $7,775-97.1% |