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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 | $3,603 | $125,190-97.1% | $105,624-96.6% | $145,897-97.5% |
| Participation rate | 45.5% | 77.6%-32.2pp | 75.3%-29.8pp | 80.3%-34.9pp |
| Annual return | 13.77% | 225.22%-211.4pp | 116.20%-102.4pp | 552.29%-538.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,063 | $5,716-81.4% | $5,013-78.8% | $6,689-84.1% |
| Admin fee / account holder | $199 | $17,138-98.8% | $10,961-98.2% | $13,390-98.5% |