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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 | $2,417 | $91,179-97.3% | $178,499-98.6% | $79,852-97.0% |
| Participation rate | 24.1% | 69.2%-45.1pp | 81.9%-57.8pp | 69.6%-45.5pp |
| Annual return | 18.58% | 24.19%-5.6pp | 151.10%-132.5pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $270 | $3,236-91.7% | $5,202-94.8% | $3,740-92.8% |
| Admin fee / account holder | $71 | $6,749-99.0% | $13,986-99.5% | $5,306-98.7% |