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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 | $2,773 | $61,125-95.5% | $94,057-97.1% | $87,485-96.8% |
| Participation rate | 10.8% | 64.1%-53.3pp | 73.3%-62.5pp | 68.9%-58.1pp |
| Annual return | 19.53% | 35.20%-15.7pp | 480.62%-461.1pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $65 | $3,260-98.0% | $4,709-98.6% | $4,274-98.5% |
| Admin fee / account holder | $11 | $5,629-99.8% | $7,244-99.9% | $7,775-99.9% |