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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 | $1,659 | $126,505-98.7% | $147,318-98.9% | $126,505-98.7% |
| Participation rate | 0.6% | 81.0%-80.4pp | 82.1%-81.4pp | 81.0%-80.4pp |
| Annual return | 19.19% | 14.86%+4.3pp | 70.43%-51.2pp | 14.86%+4.3pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $4,593-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $2 | $6,313-100.0% | $7,906-100.0% | $6,313-100.0% |
| Admin fee / account holder | $160 | $145+10.1% | $13,708-98.8% | $145+10.1% |