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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 | $1,268 | $70,366-98.2% | $66,674-98.1% | $138,895-99.1% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 16.28% | 386.41%-370.1pp | 321.24%-305.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $505 | $4,374-88.5% | $4,084-87.6% | $6,396-92.1% |
| Admin fee / account holder | $91 | $5,262-98.3% | $5,098-98.2% | $12,562-99.3% |