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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 | $1,538 | $46,464-96.7% | $150,298-99.0% | $79,634-98.1% |
| Participation rate | 7.6% | 57.0%-49.4pp | 77.8%-70.2pp | 62.5%-54.9pp |
| Annual return | 22.61% | 27.89%-5.3pp | 62.79%-40.2pp | 36.46%-13.9pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $24 | $2,157-98.9% | $5,453-99.6% | $3,835-99.4% |
| Admin fee / account holder | $5 | $891-99.4% | $14,116-100.0% | $1,002-99.5% |