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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 | $3,148 | $54,679-94.2% | $76,119-95.9% | $74,459-95.8% |
| Participation rate | 7.4% | 60.3%-52.9pp | 69.1%-61.6pp | 67.2%-59.8pp |
| Annual return | 14.20% | 31.90%-17.7pp | 361.25%-347.0pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $141 | $3,072-95.4% | $4,259-96.7% | $4,350-96.8% |
| Admin fee / account holder | $246 | $2,238-89.0% | $6,421-96.2% | $1,945-87.3% |