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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 | $13,684 | $53,128-74.2% | $86,582-84.2% | $70,126-80.5% |
| Participation rate | 11.6% | 65.3%-53.7pp | 73.5%-62.0pp | 69.5%-58.0pp |
| Annual return | 13.72% | 27.66%-13.9pp | 965.08%-951.4pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $207 | $2,695-92.3% | $3,609-94.3% | $3,332-93.8% |
| Admin fee / account holder | $16 | $3,584-99.6% | $4,904-99.7% | $4,645-99.7% |