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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 | $1,681 | $83,369-98.0% | $105,223-98.4% | $67,986-97.5% |
| Participation rate | 33.3% | 56.3%-23.0pp | 75.0%-41.7pp | 57.2%-23.9pp |
| Annual return | 17.24% | 24.64%-7.4pp | 180.65%-163.4pp | 31.67%-14.4pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $175 | $3,295-94.7% | $5,072-96.6% | $3,358-94.8% |
| Admin fee / account holder | $283 | $4,073-93.0% | $8,859-96.8% | $3,203-91.2% |