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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 | $2,670 | $41,151-93.5% | $80,648-96.7% | $71,529-96.3% |
| Participation rate | 7.9% | 50.2%-42.4pp | 67.0%-59.1pp | 67.9%-60.1pp |
| Annual return | 21.41% | 38.49%-17.1pp | 937.21%-915.8pp | 28.97%-7.6pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $130 | $2,700-95.2% | $4,443-97.1% | $4,291-97.0% |
| Admin fee / account holder | $103 | $1,842-94.4% | $5,382-98.1% | $1,588-93.5% |