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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 | $1,432 | $48,050-97.0% | $96,754-98.5% | $64,340-97.8% |
| Participation rate | 25.7% | 40.6%-14.9pp | 70.3%-44.6pp | 55.2%-29.5pp |
| Annual return | 23.33% | 23.41%-0.1pp | 82.04%-58.7pp | 24.14%-0.8pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $307 | $2,191-86.0% | $4,758-93.5% | $2,980-89.7% |
| Admin fee / account holder | $16 | $3,741-99.6% | $8,905-99.8% | $3,703-99.6% |