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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 | $3,578 | $71,230-95.0% | $93,727-96.2% | $80,959-95.6% |
| Participation rate | 10.7% | 60.4%-49.7pp | 68.7%-58.0pp | 67.7%-57.0pp |
| Annual return | 18.08% | 11.26%+6.8pp | 133.83%-115.8pp | 35.67%-17.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $240 | $4,037-94.1% | $4,417-94.6% | $4,300-94.4% |
| Admin fee / account holder | $41 | $6,961-99.4% | $8,292-99.5% | $6,925-99.4% |