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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 | $2,370 | $84,685-97.2% | $142,942-98.3% | $67,986-96.5% |
| Participation rate | 2.0% | 61.4%-59.4pp | 76.8%-74.8pp | 57.2%-55.2pp |
| Annual return | 22.91% | 35.89%-13.0pp | 113.70%-90.8pp | 31.67%-8.8pp |
| Employer contribution / active EE | $0 | $2,263-100.0% | $4,139-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $21 | $3,832-99.5% | $7,128-99.7% | $3,358-99.4% |
| Admin fee / account holder | $8 | $3,229-99.8% | $12,475-99.9% | $3,203-99.8% |