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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 | $1,628 | $91,167-98.2% | $178,498-99.1% | $79,858-98.0% |
| Participation rate | 21.4% | 69.2%-47.8pp | 81.9%-60.5pp | 69.6%-48.2pp |
| Annual return | 18.24% | 24.19%-6.0pp | 151.09%-132.9pp | 31.72%-13.5pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $257 | $3,236-92.1% | $5,202-95.1% | $3,740-93.1% |
| Admin fee / account holder | $185 | $6,747-97.3% | $13,985-98.7% | $5,306-96.5% |