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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 | $1,843 | $46,464-96.0% | $150,298-98.8% | $79,634-97.7% |
| Participation rate | 4.2% | 57.0%-52.7pp | 77.8%-73.5pp | 62.5%-58.2pp |
| Annual return | 16.94% | 27.89%-11.0pp | 62.79%-45.8pp | 36.46%-19.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $30 | $2,157-98.6% | $5,453-99.4% | $3,835-99.2% |
| Admin fee / account holder | $93 | $891-89.5% | $14,116-99.3% | $1,002-90.7% |