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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 | $5,793 | $78,690-92.6% | $161,489-96.4% | $87,485-93.4% |
| Participation rate | 51.0% | 67.5%-16.4pp | 78.7%-27.7pp | 68.9%-17.9pp |
| Annual return | 15.08% | 32.74%-17.7pp | 89.72%-74.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $603 | $3,311-81.8% | $5,630-89.3% | $4,274-85.9% |
| Admin fee / account holder | $67 | $6,724-99.0% | $16,006-99.6% | $7,775-99.1% |