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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 | $3,011 | $106,923-97.2% | $84,023-96.4% | $152,909-98.0% |
| Participation rate | 29.2% | 75.3%-46.1pp | 69.0%-39.9pp | 82.5%-53.3pp |
| Annual return | 15.34% | 105.02%-89.7pp | 71.32%-56.0pp | 345.46%-330.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $753 | $4,013-81.2% | $3,239-76.8% | $5,851-87.1% |
| Admin fee / account holder | $292 | $8,289-96.5% | $6,102-95.2% | $11,601-97.5% |