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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 | $4,749 | $48,050-90.1% | $96,754-95.1% | $64,340-92.6% |
| Participation rate | 13.9% | 40.6%-26.7pp | 70.3%-56.4pp | 55.2%-41.3pp |
| Annual return | 22.05% | 23.41%-1.4pp | 82.04%-60.0pp | 24.14%-2.1pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $210 | $2,191-90.4% | $4,758-95.6% | $2,980-93.0% |
| Admin fee / account holder | $37 | $3,741-99.0% | $8,905-99.6% | $3,703-99.0% |