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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 | $1,115 | $51,638-97.8% | $68,368-98.4% | $82,448-98.6% |
| Participation rate | 60.7% | 63.6%-2.9pp | 73.8%-13.0pp | 68.1%-7.4pp |
| Annual return | 31.74% | 37.53%-5.8pp | 292.57%-260.8pp | 41.64%-9.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $281 | $2,914-90.3% | $4,123-93.2% | $4,139-93.2% |
| Admin fee / account holder | $18 | $4,643-99.6% | $5,150-99.6% | $7,234-99.8% |