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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 | $2,202 | $48,337-95.4% | $67,560-96.7% | $80,959-97.3% |
| Participation rate | 60.0% | 66.4%-6.4pp | 72.9%-12.9pp | 67.7%-7.7pp |
| Annual return | 11.53% | 18.26%-6.7pp | 3533.50%-3522.0pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $703 | $2,928-76.0% | $4,004-82.4% | $4,300-83.7% |
| Admin fee / account holder | $120 | $3,695-96.8% | $3,994-97.0% | $6,925-98.3% |