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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 | $2,629 | $43,749-94.0% | $158,223-98.3% | $65,306-96.0% |
| Participation rate | 20.7% | 56.9%-36.2pp | 79.2%-58.5pp | 57.7%-37.0pp |
| Annual return | 10.73% | 19.41%-8.7pp | 52.09%-41.4pp | 21.94%-11.2pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $123 | $2,019-93.9% | $5,467-97.7% | $2,959-95.8% |
| Admin fee / account holder | $108 | $1,930-94.4% | $16,047-99.3% | $3,480-96.9% |