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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 | $1,264 | $48,327-97.4% | $67,575-98.1% | $80,935-98.4% |
| Participation rate | 58.6% | 66.4%-7.8pp | 72.9%-14.3pp | 67.7%-9.0pp |
| Annual return | 15.95% | 18.31%-2.4pp | 3528.98%-3513.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $406 | $2,927-86.1% | $4,003-89.9% | $4,299-90.6% |
| Admin fee / account holder | $132 | $3,692-96.4% | $3,993-96.7% | $6,924-98.1% |