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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 | $1,364 | $78,690-98.3% | $161,489-99.2% | $87,485-98.4% |
| Participation rate | 67.2% | 67.5%-0.3pp | 78.7%-11.5pp | 68.9%-1.7pp |
| Annual return | 16.79% | 32.74%-16.0pp | 89.72%-72.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $463 | $3,311-86.0% | $5,630-91.8% | $4,274-89.2% |
| Admin fee / account holder | $119 | $6,724-98.2% | $16,006-99.3% | $7,775-98.5% |