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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 | $2,799 | $58,895-95.2% | $178,503-98.4% | $73,497-96.2% |
| Participation rate | 41.2% | 66.2%-25.1pp | 81.9%-40.8pp | 70.7%-29.5pp |
| Annual return | 20.75% | 24.86%-4.1pp | 151.12%-130.4pp | 28.51%-7.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $171 | $2,567-93.4% | $5,202-96.7% | $3,740-95.4% |
| Admin fee / account holder | $124 | $400-68.9% | $13,987-99.1% | $513-75.7% |