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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 | $3,689 | $131,835-97.2% | $108,582-96.6% | $273,972-98.7% |
| Participation rate | 40.9% | 83.5%-42.5pp | 79.6%-38.7pp | 83.0%-42.1pp |
| Annual return | 27.70% | -91.57%+119.3pp | -51.70%+79.4pp | 41.46%-13.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,075 | $5,127-79.0% | $4,311-75.1% | $5,287-79.7% |
| Admin fee / account holder | $14 | $10,253-99.9% | $7,645-99.8% | $10,133-99.9% |