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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 | $4,848 | $78,428-93.8% | $95,960-94.9% | $79,852-93.9% |
| Participation rate | 32.4% | 73.5%-41.1pp | 77.1%-44.7pp | 69.6%-37.3pp |
| Annual return | 19.28% | 19.37%-0.1pp | 91.63%-72.4pp | 31.72%-12.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,132 | $3,440-67.1% | $4,167-72.8% | $3,740-69.7% |
| Admin fee / account holder | $21 | $5,622-99.6% | $6,797-99.7% | $5,306-99.6% |