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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 | $1,606 | $49,896-96.8% | $80,627-98.0% | $75,173-97.9% |
| Participation rate | 60.8% | 55.3%+5.5pp | 67.0%-6.2pp | 67.2%-6.4pp |
| Annual return | 31.85% | 34.67%-2.8pp | 936.76%-904.9pp | 160.72%-128.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $679 | $2,992-77.3% | $4,443-84.7% | $4,126-83.5% |
| Admin fee / account holder | $121 | $3,578-96.6% | $5,381-97.7% | $5,651-97.9% |