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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 | $1,183 | $63,354-98.1% | $94,105-98.7% | $82,637-98.6% |
| Participation rate | 56.3% | 63.8%-7.6pp | 71.9%-15.7pp | 68.1%-11.8pp |
| Annual return | 45.31% | 34.36%+11.0pp | 204.55%-159.2pp | 53.51%-8.2pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $459 | $2,873-84.0% | $3,881-88.2% | $4,126-88.9% |
| Admin fee / account holder | $0 | $5,073-100.0% | $6,199-100.0% | $7,339-100.0% |