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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 | $4,931 | $48,337-89.8% | $67,560-92.7% | $80,959-93.9% |
| Participation rate | 11.5% | 66.4%-54.9pp | 72.9%-61.4pp | 67.7%-56.1pp |
| Annual return | 13.92% | 18.26%-4.3pp | 3533.50%-3519.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $344 | $2,928-88.3% | $4,004-91.4% | $4,300-92.0% |
| Admin fee / account holder | $14 | $3,695-99.6% | $3,994-99.6% | $6,925-99.8% |