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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 | $48,277-95.6% | $67,511-96.9% | $80,874-97.4% |
| Participation rate | 48.6% | 66.4%-17.7pp | 72.9%-24.2pp | 67.6%-19.0pp |
| Annual return | 13.84% | 18.27%-4.4pp | 3517.41%-3503.6pp | 35.62%-21.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14 | $2,926-99.5% | $4,000-99.6% | $4,297-99.7% |
| Admin fee / account holder | $190 | $3,687-94.9% | $3,999-95.3% | $6,935-97.3% |