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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 | $2,615 | $61,125-95.7% | $94,057-97.2% | $87,485-97.0% |
| Participation rate | 55.1% | 64.1%-9.0pp | 73.3%-18.2pp | 68.9%-13.8pp |
| Annual return | 21.33% | 35.20%-13.9pp | 480.62%-459.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $274 | $3,260-91.6% | $4,709-94.2% | $4,274-93.6% |
| Admin fee / account holder | $41 | $5,629-99.3% | $7,244-99.4% | $7,775-99.5% |