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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 | $4,930 | $52,188-90.6% | $86,617-94.3% | $74,440-93.4% |
| Participation rate | 7.4% | 66.3%-59.0pp | 71.7%-64.3pp | 70.7%-63.4pp |
| Annual return | 21.12% | 44.46%-23.3pp | 591.91%-570.8pp | 34.37%-13.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,023-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $128 | $3,383-96.2% | $4,437-97.1% | $4,529-97.2% |
| Admin fee / account holder | $84 | $319-73.8% | $5,613-98.5% | $348-76.0% |