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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 | $4,587 | $100,279-95.4% | $81,353-94.4% | $145,884-96.9% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 16.95% | 34.49%-17.5pp | 24.82%-7.9pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $778 | $4,611-83.1% | $3,885-80.0% | $6,690-88.4% |
| Admin fee / account holder | $39 | $8,206-99.5% | $5,766-99.3% | $13,392-99.7% |