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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 | $2,200 | $58,311-96.2% | $81,882-97.3% | $80,959-97.3% |
| Participation rate | 25.0% | 63.5%-38.5pp | 72.4%-47.4pp | 67.7%-42.7pp |
| Annual return | 13.00% | 41.85%-28.8pp | 779.47%-766.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $218 | $3,287-93.4% | $4,323-95.0% | $4,300-94.9% |
| Admin fee / account holder | $110 | $4,752-97.7% | $7,360-98.5% | $6,925-98.4% |