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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 | $48,284-95.4% | $67,524-96.7% | $80,911-97.3% |
| Participation rate | 60.0% | 66.4%-6.4pp | 72.9%-12.9pp | 67.6%-7.6pp |
| Annual return | 11.53% | 18.27%-6.7pp | 3519.41%-3507.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $703 | $2,927-76.0% | $4,001-82.4% | $4,297-83.6% |
| Admin fee / account holder | $120 | $3,688-96.7% | $4,001-97.0% | $6,935-98.3% |