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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 | $2,529 | $78,670-96.8% | $109,173-97.7% | $85,847-97.1% |
| Participation rate | 26.5% | 68.3%-41.8pp | 75.9%-49.4pp | 69.3%-42.8pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $822 | $3,467-76.3% | $4,654-82.3% | $3,952-79.2% |
| Admin fee / account holder | $75 | $5,469-98.6% | $6,755-98.9% | $6,261-98.8% |