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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 | $4,992 | $48,364-89.7% | $71,796-93.0% | $62,881-92.1% |
| Participation rate | 32.3% | 60.6%-28.4pp | 69.1%-36.9pp | 69.3%-37.0pp |
| Annual return | 10.74% | 13.16%-2.4pp | 78.04%-67.3pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $760 | $2,091-63.6% | $2,794-72.8% | $3,203-76.3% |
| Admin fee / account holder | $9 | $3,771-99.8% | $4,815-99.8% | $4,296-99.8% |