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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 | $42,909-95.7% | $152,093-98.8% | $71,012-97.4% |
| Participation rate | 4.2% | 54.7%-50.4pp | 77.8%-73.5pp | 58.6%-54.3pp |
| Annual return | 16.94% | 30.57%-13.6pp | 66.36%-49.4pp | 37.67%-20.7pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $30 | $1,904-98.4% | $5,451-99.4% | $3,246-99.1% |
| Admin fee / account holder | $93 | $1,014-90.8% | $14,497-99.4% | $1,167-92.0% |