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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 | $2,768 | $132,634-97.9% | $115,768-97.6% | $137,256-98.0% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 27.44% | 160.70%-133.3pp | 100.46%-73.0pp | 220.34%-192.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,152 | $5,619-79.5% | $4,917-76.6% | $6,407-82.0% |
| Admin fee / account holder | $273 | $15,028-98.2% | $12,439-97.8% | $12,270-97.8% |