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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 | $1,629 | $61,816-97.4% | $97,260-98.3% | $80,935-98.0% |
| Participation rate | 62.9% | 63.5%-0.6pp | 72.7%-9.8pp | 67.7%-4.8pp |
| Annual return | 11.96% | -558.73%+570.7pp | 75.54%-63.6pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $564 | $3,027-81.4% | $4,262-86.8% | $4,299-86.9% |
| Admin fee / account holder | $104 | $5,166-98.0% | $5,640-98.2% | $6,924-98.5% |