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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 | $2,444 | $84,236-97.1% | $170,439-98.6% | $70,124-96.5% |
| Participation rate | 18.5% | 70.8%-52.3pp | 83.6%-65.1pp | 69.5%-51.0pp |
| Annual return | 21.38% | 23.06%-1.7pp | 205.94%-184.6pp | 73.14%-51.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $391 | $3,086-87.3% | $4,939-92.1% | $3,332-88.3% |
| Admin fee / account holder | $89 | $5,698-98.4% | $13,881-99.4% | $4,645-98.1% |