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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 | $4,684 | $43,496-89.2% | $161,489-97.1% | $64,340-92.7% |
| Participation rate | 5.0% | 53.5%-48.5pp | 78.7%-73.7pp | 55.2%-50.2pp |
| Annual return | 17.15% | 20.76%-3.6pp | 89.72%-72.6pp | 24.14%-7.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $110 | $1,996-94.5% | $5,630-98.1% | $2,980-96.3% |
| Admin fee / account holder | $96 | $2,330-95.9% | $16,006-99.4% | $3,703-97.4% |