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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 | $1,221 | $106,749-98.9% | $145,433-99.2% | $82,448-98.5% |
| Participation rate | 32.7% | 75.6%-43.0pp | 82.1%-49.4pp | 68.1%-35.4pp |
| Annual return | 22.54% | 27.59%-5.0pp | 66.58%-44.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $181 | $6,519-97.2% | $7,897-97.7% | $4,139-95.6% |
| Admin fee / account holder | $123 | $8,390-98.5% | $13,129-99.1% | $7,234-98.3% |