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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 | $1,319 | $54,763-97.6% | $90,324-98.5% | $72,976-98.2% |
| Participation rate | 14.1% | 65.2%-51.0pp | 73.3%-59.2pp | 69.5%-55.4pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $190 | $2,887-93.4% | $3,885-95.1% | $3,608-94.7% |
| Admin fee / account holder | $25 | $3,973-99.4% | $5,356-99.5% | $5,124-99.5% |