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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 | $1,052 | $49,891-97.9% | $80,607-98.7% | $75,181-98.6% |
| Participation rate | 50.0% | 55.3%-5.3pp | 67.0%-17.0pp | 67.2%-17.2pp |
| Annual return | 30.34% | 34.67%-4.3pp | 936.11%-905.8pp | 160.69%-130.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $565 | $2,991-81.1% | $4,448-87.3% | $4,126-86.3% |
| Admin fee / account holder | $87 | $3,578-97.6% | $5,379-98.4% | $5,650-98.5% |