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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 | $1,798 | $51,184-96.5% | $66,439-97.3% | $86,983-97.9% |
| Participation rate | 32.0% | 68.5%-36.5pp | 74.5%-42.5pp | 69.5%-37.5pp |
| Annual return | 20.50% | 17.07%+3.4pp | 757.66%-737.2pp | 25.83%-5.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $749 | $2,927-74.4% | $3,876-80.7% | $4,194-82.2% |
| Admin fee / account holder | $88 | $4,154-97.9% | $6,173-98.6% | $7,856-98.9% |