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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 | $1,801 | $58,275-96.9% | $81,844-97.8% | $80,935-97.8% |
| Participation rate | 53.1% | 63.5%-10.3pp | 72.4%-19.3pp | 67.7%-14.5pp |
| Annual return | 13.31% | 41.82%-28.5pp | 778.87%-765.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $387 | $3,285-88.2% | $4,323-91.0% | $4,299-91.0% |
| Admin fee / account holder | $207 | $4,749-95.6% | $7,355-97.2% | $6,924-97.0% |