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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 | $1,784 | $45,343-96.1% | $150,298-98.8% | $67,986-97.4% |
| Participation rate | 28.6% | 51.9%-23.3pp | 77.8%-49.2pp | 57.2%-28.6pp |
| Annual return | 21.84% | 33.28%-11.4pp | 62.79%-40.9pp | 31.67%-9.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $172 | $2,055-91.6% | $5,453-96.8% | $3,358-94.9% |
| Admin fee / account holder | $186 | $2,250-91.7% | $14,116-98.7% | $3,203-94.2% |