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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 | $1,912 | $58,275-96.7% | $81,844-97.7% | $80,935-97.6% |
| Participation rate | 46.2% | 63.5%-17.3pp | 72.4%-26.2pp | 67.7%-21.5pp |
| Annual return | 18.29% | 41.82%-23.5pp | 778.87%-760.6pp | 35.66%-17.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $210 | $3,285-93.6% | $4,323-95.1% | $4,299-95.1% |
| Admin fee / account holder | $53 | $4,749-98.9% | $7,355-99.3% | $6,924-99.2% |