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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 | $2,017 | $111,830-98.2% | $93,696-97.8% | $145,884-98.6% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 15.91% | 204.08%-188.2pp | 133.74%-117.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $385 | $4,920-92.2% | $4,417-91.3% | $6,690-94.2% |
| Admin fee / account holder | $101 | $10,249-99.0% | $8,287-98.8% | $13,392-99.2% |