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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 | $2,319 | $63,861-96.4% | $104,625-97.8% | $79,852-97.1% |
| Participation rate | 51.7% | 64.9%-13.2pp | 74.1%-22.4pp | 69.6%-17.9pp |
| Annual return | 32.40% | 21.30%+11.1pp | 340.60%-308.2pp | 31.72%+0.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $711 | $2,693-73.6% | $3,738-81.0% | $3,740-81.0% |
| Admin fee / account holder | $142 | $4,185-96.6% | $6,465-97.8% | $5,306-97.3% |