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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 | $2,013 | $47,479-95.8% | $62,929-96.8% | $82,448-97.6% |
| Participation rate | 67.7% | 66.9%+0.9pp | 73.1%-5.4pp | 68.1%-0.3pp |
| Annual return | 21.06% | 20.34%+0.7pp | 1063.93%-1042.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $422 | $2,870-85.3% | $3,888-89.1% | $4,139-89.8% |
| Admin fee / account holder | $74 | $3,804-98.1% | $5,065-98.5% | $7,234-99.0% |