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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 | $1,721 | $58,311-97.0% | $81,882-97.9% | $80,959-97.9% |
| Participation rate | 51.0% | 63.5%-12.5pp | 72.4%-21.4pp | 67.7%-16.7pp |
| Annual return | 11.83% | 41.85%-30.0pp | 779.47%-767.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $182 | $3,287-94.5% | $4,323-95.8% | $4,300-95.8% |
| Admin fee / account holder | $156 | $4,752-96.7% | $7,360-97.9% | $6,925-97.7% |