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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 | $1,920 | $34,316-94.4% | $74,722-97.4% | $72,975-97.4% |
| Participation rate | 17.2% | 42.4%-25.2pp | 54.5%-37.2pp | 69.5%-52.2pp |
| Annual return | 25.76% | 26.58%-0.8pp | 753.11%-727.4pp | 81.01%-55.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $129 | $1,272-89.8% | $1,963-93.4% | $3,608-96.4% |
| Admin fee / account holder | $166 | $2,125-92.2% | $3,335-95.0% | $5,124-96.8% |