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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 | $6,566 | $52,279-87.4% | $89,435-92.7% | $79,856-91.8% |
| Participation rate | 22.9% | 57.5%-34.7pp | 68.0%-45.1pp | 69.6%-46.8pp |
| Annual return | 20.43% | 22.16%-1.7pp | 245.55%-225.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $516 | $2,740-81.2% | $3,890-86.7% | $3,741-86.2% |
| Admin fee / account holder | $264 | $3,356-92.1% | $4,884-94.6% | $5,306-95.0% |