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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 | $1,050 | $81,331-98.7% | $155,534-99.3% | $80,935-98.7% |
| Participation rate | 27.8% | 66.3%-38.5pp | 78.2%-50.4pp | 67.7%-39.9pp |
| Annual return | 11.42% | 33.37%-21.9pp | 64.92%-53.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $141 | $3,454-95.9% | $5,630-97.5% | $4,299-96.7% |
| Admin fee / account holder | $93 | $7,999-98.8% | $15,900-99.4% | $6,924-98.7% |