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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 | $7,920 | $83,369-90.5% | $105,223-92.5% | $67,986-88.4% |
| Participation rate | 7.7% | 56.3%-48.6pp | 75.0%-67.4pp | 57.2%-49.5pp |
| Annual return | 17.96% | 24.64%-6.7pp | 180.65%-162.7pp | 31.67%-13.7pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $138 | $3,295-95.8% | $5,072-97.3% | $3,358-95.9% |
| Admin fee / account holder | $94 | $4,073-97.7% | $8,859-98.9% | $3,203-97.1% |