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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 | $1,461 | $48,327-97.0% | $67,575-97.8% | $80,935-98.2% |
| Participation rate | 38.5% | 66.4%-27.9pp | 72.9%-34.5pp | 67.7%-29.2pp |
| Annual return | 17.44% | 18.31%-0.9pp | 3528.98%-3511.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $412 | $2,927-85.9% | $4,003-89.7% | $4,299-90.4% |
| Admin fee / account holder | $11 | $3,692-99.7% | $3,993-99.7% | $6,924-99.8% |