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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 | $2,919 | $88,672-96.7% | $105,223-97.2% | $82,448-96.5% |
| Participation rate | 48.8% | 67.9%-19.1pp | 75.0%-26.2pp | 68.1%-19.2pp |
| Annual return | 44.70% | 30.86%+13.8pp | 180.65%-136.0pp | 41.64%+3.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $955 | $4,036-76.3% | $5,072-81.2% | $4,139-76.9% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |