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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 | $2,760 | $63,861-95.7% | $104,625-97.4% | $79,852-96.5% |
| Participation rate | 16.0% | 64.9%-48.9pp | 74.1%-58.1pp | 69.6%-53.6pp |
| Annual return | 10.98% | 21.30%-10.3pp | 340.60%-329.6pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $350 | $2,693-87.0% | $3,738-90.6% | $3,740-90.7% |
| Admin fee / account holder | $43 | $4,185-99.0% | $6,465-99.3% | $5,306-99.2% |