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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 | $2,985 | $108,882-97.3% | $96,754-96.9% | $154,746-98.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 70.3%-45.3pp | 80.7%-55.7pp |
| Annual return | 14.48% | 98.39%-83.9pp | 82.04%-67.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $303 | $5,323-94.3% | $4,758-93.6% | $6,730-95.5% |
| Admin fee / account holder | $76 | $10,200-99.3% | $8,905-99.1% | $14,365-99.5% |