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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 | $2,119 | $48,337-95.6% | $67,560-96.9% | $80,959-97.4% |
| Participation rate | 48.6% | 66.4%-17.8pp | 72.9%-24.3pp | 67.7%-19.0pp |
| Annual return | 13.84% | 18.26%-4.4pp | 3533.50%-3519.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14 | $2,928-99.5% | $4,004-99.6% | $4,300-99.7% |
| Admin fee / account holder | $190 | $3,695-94.9% | $3,994-95.2% | $6,925-97.3% |