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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 | $2,027 | $49,896-95.9% | $80,627-97.5% | $75,173-97.3% |
| Participation rate | 53.2% | 55.3%-2.1pp | 67.0%-13.8pp | 67.2%-14.0pp |
| Annual return | 26.92% | 34.67%-7.7pp | 936.76%-909.8pp | 160.72%-133.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $574 | $2,992-80.8% | $4,443-87.1% | $4,126-86.1% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |