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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 | $2,905 | $91,167-96.8% | $178,498-98.4% | $79,858-96.4% |
| Participation rate | 15.1% | 69.2%-54.1pp | 81.9%-66.8pp | 69.6%-54.5pp |
| Annual return | 21.76% | 24.19%-2.4pp | 151.09%-129.3pp | 31.72%-10.0pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $365 | $3,236-88.7% | $5,202-93.0% | $3,740-90.2% |
| Admin fee / account holder | $236 | $6,747-96.5% | $13,985-98.3% | $5,306-95.5% |