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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 | $2,785 | $125,190-97.8% | $105,624-97.4% | $145,897-98.1% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 15.50% | 225.22%-209.7pp | 116.20%-100.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $783 | $5,716-86.3% | $5,013-84.4% | $6,689-88.3% |
| Admin fee / account holder | $38 | $17,138-99.8% | $10,961-99.7% | $13,390-99.7% |