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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 | $12,787 | $56,197-77.2% | $67,652-81.1% | $59,633-78.6% |
| Participation rate | 61.1% | 71.5%-10.4pp | 75.7%-14.6pp | 68.7%-7.6pp |
| Annual return | 2.15% | 18508.10%-18506.0pp | 6625.40%-6623.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,202 | $2,844-57.7% | $3,560-66.2% | $3,192-62.3% |
| Admin fee / account holder | $64 | $3,958-98.4% | $4,821-98.7% | $4,297-98.5% |