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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 | $2,535 | $100,139-97.5% | $85,187-97.0% | $145,884-98.3% |
| Participation rate | 52.2% | 74.1%-21.9pp | 67.5%-15.3pp | 80.3%-28.1pp |
| Annual return | 16.05% | 84.15%-68.1pp | 66.67%-50.6pp | 551.85%-535.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $725 | $5,296-86.3% | $4,525-84.0% | $6,690-89.2% |
| Admin fee / account holder | $8 | $7,262-99.9% | $6,162-99.9% | $13,392-99.9% |