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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 | $2,176 | $70,418-96.9% | $96,570-97.7% | $85,847-97.5% |
| Participation rate | 49.0% | 61.8%-12.8pp | 69.8%-20.8pp | 69.3%-20.3pp |
| Annual return | 18.39% | 18.59%-0.2pp | 37.79%-19.4pp | 318.61%-300.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $474 | $2,894-83.6% | $3,849-87.7% | $3,952-88.0% |
| Admin fee / account holder | $8 | $4,995-99.8% | $6,182-99.9% | $6,261-99.9% |