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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 | $1,833 | $61,787-97.0% | $97,197-98.1% | $80,925-97.7% |
| Participation rate | 42.3% | 63.5%-21.2pp | 72.7%-30.4pp | 67.7%-25.4pp |
| Annual return | 16.51% | -558.16%+574.7pp | 75.47%-59.0pp | 35.65%-19.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $354 | $3,027-88.3% | $4,263-91.7% | $4,299-91.8% |
| Admin fee / account holder | $76 | $5,170-98.5% | $5,637-98.6% | $6,940-98.9% |