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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 | $1,433 | $81,358-98.2% | $155,556-99.1% | $80,959-98.2% |
| Participation rate | 53.8% | 66.3%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 15.86% | 33.39%-17.5pp | 64.84%-49.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $489 | $3,455-85.8% | $5,631-91.3% | $4,300-88.6% |
| Admin fee / account holder | $20 | $7,994-99.8% | $15,885-99.9% | $6,925-99.7% |