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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 | $2,425 | $76,407-96.8% | $150,298-98.4% | $82,448-97.1% |
| Participation rate | 27.6% | 66.4%-38.8pp | 77.8%-50.1pp | 68.1%-40.4pp |
| Annual return | 25.68% | 39.99%-14.3pp | 62.79%-37.1pp | 41.64%-16.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $361 | $3,214-88.8% | $5,453-93.4% | $4,139-91.3% |
| Admin fee / account holder | $22 | $6,352-99.7% | $14,116-99.8% | $7,234-99.7% |