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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 | $2,059 | $55,932-96.3% | $76,735-97.3% | $67,986-97.0% |
| Participation rate | 14.3% | 50.8%-36.5pp | 69.5%-55.2pp | 57.2%-42.9pp |
| Annual return | 101.78% | 23.10%+78.7pp | 29.77%+72.0pp | 31.67%+70.1pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $258 | $2,558-89.9% | $4,088-93.7% | $3,358-92.3% |
| Admin fee / account holder | $8 | $4,907-99.8% | $7,189-99.9% | $3,203-99.8% |