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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 | $4,765 | $48,284-90.1% | $67,524-92.9% | $80,911-94.1% |
| Participation rate | 25.7% | 66.4%-40.7pp | 72.9%-47.2pp | 67.6%-41.9pp |
| Annual return | 26.42% | 18.27%+8.2pp | 3519.41%-3493.0pp | 35.63%-9.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $600 | $2,927-79.5% | $4,001-85.0% | $4,297-86.0% |
| Admin fee / account holder | $32 | $3,688-99.1% | $4,001-99.2% | $6,935-99.5% |