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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 | $1,590 | $55,889-97.2% | $76,119-97.9% | $80,935-98.0% |
| Participation rate | 44.0% | 62.1%-18.1pp | 69.1%-25.1pp | 67.7%-23.7pp |
| Annual return | 20.33% | 20.58%-0.3pp | 361.25%-340.9pp | 35.66%-15.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $227 | $3,051-92.6% | $4,259-94.7% | $4,299-94.7% |
| Admin fee / account holder | $17 | $5,241-99.7% | $6,421-99.7% | $6,924-99.8% |