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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 | $1,066 | $45,041-97.6% | $63,003-98.3% | $70,131-98.5% |
| Participation rate | 25.0% | 69.5%-44.5pp | 74.8%-49.8pp | 69.5%-44.5pp |
| Annual return | 23.07% | 18.76%+4.3pp | 87.59%-64.5pp | 73.14%-50.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $110 | $2,465-95.5% | $3,329-96.7% | $3,332-96.7% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |