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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 | $5,304 | $39,286-86.5% | $80,741-93.4% | $79,391-93.3% |
| Participation rate | 8.5% | 41.0%-32.4pp | 54.2%-45.6pp | 70.7%-62.2pp |
| Annual return | 18.30% | 98.95%-80.7pp | 87.30%-69.0pp | 116.88%-98.6pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $226 | $1,264-82.1% | $2,145-89.5% | $4,046-94.4% |
| Admin fee / account holder | $15 | $647-97.6% | $3,380-99.5% | $627-97.6% |