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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 | $3,475 | $55,889-93.8% | $76,119-95.4% | $80,935-95.7% |
| Participation rate | 51.7% | 62.1%-10.3pp | 69.1%-17.4pp | 67.7%-15.9pp |
| Annual return | 11.37% | 20.58%-9.2pp | 361.25%-349.9pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $925 | $3,051-69.7% | $4,259-78.3% | $4,299-78.5% |
| Admin fee / account holder | $218 | $5,241-95.8% | $6,421-96.6% | $6,924-96.8% |