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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 | $9,727 | $43,496-77.6% | $161,489-94.0% | $64,340-84.9% |
| Participation rate | 42.5% | 53.5%-11.1pp | 78.7%-36.2pp | 55.2%-12.8pp |
| Annual return | 14.42% | 20.76%-6.3pp | 89.72%-75.3pp | 24.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $439 | $1,996-78.0% | $5,630-92.2% | $2,980-85.3% |
| Admin fee / account holder | $98 | $2,330-95.8% | $16,006-99.4% | $3,703-97.3% |