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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 | $4,026 | $71,230-94.3% | $93,727-95.7% | $80,959-95.0% |
| Participation rate | 17.0% | 60.4%-43.3pp | 68.7%-51.7pp | 67.7%-50.6pp |
| Annual return | 15.40% | 11.26%+4.1pp | 133.83%-118.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $348 | $4,037-91.4% | $4,417-92.1% | $4,300-91.9% |
| Admin fee / account holder | $48 | $6,961-99.3% | $8,292-99.4% | $6,925-99.3% |