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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 | $2,898 | $84,236-96.6% | $170,435-98.3% | $70,126-95.9% |
| Participation rate | 46.7% | 70.8%-24.2pp | 83.6%-36.9pp | 69.5%-22.9pp |
| Annual return | 23.86% | 23.06%+0.8pp | 205.94%-182.1pp | 73.15%-49.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $651 | $3,086-78.9% | $4,939-86.8% | $3,332-80.5% |
| Admin fee / account holder | $4 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |