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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 | $3,159 | $125,797-97.5% | $170,043-98.1% | $75,173-95.8% |
| Participation rate | 17.6% | 83.6%-66.0pp | 87.0%-69.4pp | 67.2%-49.6pp |
| Annual return | 27.39% | 27.20%+0.2pp | 53.40%-26.0pp | 160.72%-133.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $403 | $6,838-94.1% | $10,410-96.1% | $4,126-90.2% |
| Admin fee / account holder | $99 | $8,177-98.8% | $12,824-99.2% | $5,651-98.2% |