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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 | $2,122 | $55,930-96.2% | $76,089-97.2% | $80,925-97.4% |
| Participation rate | 56.1% | 62.1%-6.0pp | 69.1%-13.0pp | 67.7%-11.6pp |
| Annual return | 17.53% | 20.58%-3.0pp | 360.94%-343.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $730 | $3,051-76.1% | $4,259-82.9% | $4,299-83.0% |
| Admin fee / account holder | $144 | $5,241-97.2% | $6,418-97.7% | $6,940-97.9% |