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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 | $1,703 | $110,379-98.5% | $102,412-98.3% | $145,884-98.8% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 17.26% | 24.84%-7.6pp | 24.94%-7.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $356 | $5,622-93.7% | $5,060-93.0% | $6,690-94.7% |
| Admin fee / account holder | $17 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |