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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 | $2,483 | $58,241-95.7% | $81,780-97.0% | $80,911-96.9% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.4%-24.4pp | 67.6%-19.6pp |
| Annual return | 20.83% | 41.73%-20.9pp | 776.27%-755.4pp | 35.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $616 | $3,283-81.2% | $4,321-85.7% | $4,297-85.7% |
| Admin fee / account holder | $1 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |