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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 | $4,243 | $77,638-94.5% | $156,551-97.3% | $62,881-93.3% |
| Participation rate | 34.5% | 71.2%-36.7pp | 84.0%-49.5pp | 69.3%-34.8pp |
| Annual return | 8.04% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $398 | $3,046-86.9% | $4,871-91.8% | $3,203-87.6% |
| Admin fee / account holder | $217 | $5,561-96.1% | $13,028-98.3% | $4,296-94.9% |