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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 | $5,961 | $53,128-88.8% | $86,582-93.1% | $70,126-91.5% |
| Participation rate | 55.2% | 65.3%-10.1pp | 73.5%-18.4pp | 69.5%-14.4pp |
| Annual return | 15.33% | 27.66%-12.3pp | 965.08%-949.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $482 | $2,695-82.1% | $3,609-86.6% | $3,332-85.5% |
| Admin fee / account holder | $185 | $3,584-94.8% | $4,904-96.2% | $4,645-96.0% |