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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 | $3,528 | $45,126-92.2% | $85,187-95.9% | $74,459-95.3% |
| Participation rate | 8.1% | 49.4%-41.2pp | 67.5%-59.4pp | 67.2%-59.1pp |
| Annual return | 11.27% | 26.30%-15.0pp | 66.67%-55.4pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $129 | $2,738-95.3% | $4,525-97.2% | $4,350-97.0% |
| Admin fee / account holder | $13 | $2,212-99.4% | $6,162-99.8% | $1,945-99.3% |