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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 | $3,801 | $62,672-93.9% | $185,117-97.9% | $70,126-94.6% |
| Participation rate | 28.0% | 63.8%-35.8pp | 77.3%-49.3pp | 69.5%-41.5pp |
| Annual return | 31.02% | 40.79%-9.8pp | 40.50%-9.5pp | 73.15%-42.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $492 | $3,272-85.0% | $5,045-90.3% | $3,332-85.2% |
| Admin fee / account holder | $115 | $3,932-97.1% | $8,159-98.6% | $4,645-97.5% |