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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 | $3,738 | $50,919-92.7% | $155,556-97.6% | $77,762-95.2% |
| Participation rate | 3.1% | 63.1%-60.0pp | 78.2%-75.2pp | 70.6%-67.5pp |
| Annual return | 12.71% | 34.84%-22.1pp | 64.84%-52.1pp | 31.27%-18.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $51 | $2,824-98.2% | $5,631-99.1% | $4,651-98.9% |
| Admin fee / account holder | $233 | $437-46.7% | $15,885-98.5% | $433-46.2% |