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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 | $3,760 | $78,690-95.2% | $161,489-97.7% | $87,485-95.7% |
| Participation rate | 35.3% | 67.5%-32.2pp | 78.7%-43.4pp | 68.9%-33.6pp |
| Annual return | 16.44% | 32.74%-16.3pp | 89.72%-73.3pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $496 | $3,311-85.0% | $5,630-91.2% | $4,274-88.4% |
| Admin fee / account holder | $85 | $6,724-98.7% | $16,006-99.5% | $7,775-98.9% |