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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 | $3,409 | $91,559-96.3% | $133,971-97.5% | $79,852-95.7% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.6pp | 69.6%-10.4pp |
| Annual return | 23.72% | 61.85%-38.1pp | 45.09%-21.4pp | 31.72%-8.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $683 | $3,734-81.7% | $5,047-86.5% | $3,740-81.7% |
| Admin fee / account holder | $6 | $6,321-99.9% | $8,929-99.9% | $5,306-99.9% |