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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 | $3,111 | $45,126-93.1% | $85,187-96.3% | $74,459-95.8% |
| Participation rate | 3.4% | 49.4%-45.9pp | 67.5%-64.1pp | 67.2%-63.8pp |
| Annual return | 15.61% | 26.30%-10.7pp | 66.67%-51.1pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $68 | $2,738-97.5% | $4,525-98.5% | $4,350-98.4% |
| Admin fee / account holder | $75 | $2,212-96.6% | $6,162-98.8% | $1,945-96.1% |