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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 | $2,257 | $77,638-97.1% | $156,551-98.6% | $62,881-96.4% |
| Participation rate | 16.3% | 71.2%-54.9pp | 84.0%-67.8pp | 69.3%-53.1pp |
| Annual return | 13.33% | 50.33%-37.0pp | 32.23%-18.9pp | 20.14%-6.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $209 | $3,046-93.1% | $4,871-95.7% | $3,203-93.5% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |