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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 | $2,707 | $64,719-95.8% | $112,249-97.6% | $68,486-96.0% |
| Participation rate | 16.5% | 67.2%-50.7pp | 75.1%-58.6pp | 67.9%-51.4pp |
| Annual return | 60.11% | -11.40%+71.5pp | 27.48%+32.6pp | -7.85%+68.0pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $463 | $3,565-87.0% | $4,729-90.2% | $4,028-88.5% |
| Admin fee / account holder | $5 | $5,232-99.9% | $6,412-99.9% | $5,404-99.9% |