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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 | $3,275 | $58,828-94.4% | $78,002-95.8% | $62,881-94.8% |
| Participation rate | 25.0% | 71.1%-46.1pp | 75.5%-50.5pp | 69.3%-44.3pp |
| Annual return | 13.67% | 17.16%-3.5pp | 425.99%-412.3pp | 20.14%-6.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $732 | $2,686-72.7% | $3,497-79.1% | $3,203-77.1% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |