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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 | $3,150 | $58,258-94.6% | $81,820-96.2% | $80,925-96.1% |
| Participation rate | 14.3% | 63.5%-49.2pp | 72.4%-58.1pp | 67.7%-53.4pp |
| Annual return | 12.89% | 41.76%-28.9pp | 777.93%-765.0pp | 35.65%-22.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $215 | $3,284-93.5% | $4,323-95.0% | $4,299-95.0% |
| Admin fee / account holder | $19 | $4,976-99.6% | $7,391-99.7% | $6,940-99.7% |