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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 | $1,376 | $80,992-98.3% | $96,534-98.6% | $75,173-98.2% |
| Participation rate | 13.3% | 71.8%-58.5pp | 76.0%-62.6pp | 67.2%-53.9pp |
| Annual return | 57.34% | 27.05%+30.3pp | 25.88%+31.5pp | 160.72%-103.4pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $141 | $3,929-96.4% | $4,851-97.1% | $4,126-96.6% |
| Admin fee / account holder | $3 | $6,717-100.0% | $8,253-100.0% | $5,651-99.9% |