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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 | $1,019 | $62,177-98.4% | $81,370-98.7% | $74,478-98.6% |
| Participation rate | 10.1% | 64.1%-53.9pp | 69.5%-59.4pp | 67.2%-57.1pp |
| Annual return | 15.29% | 16.62%-1.3pp | 24.85%-9.6pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $45 | $3,219-98.6% | $3,885-98.8% | $4,350-99.0% |
| Admin fee / account holder | $84 | $1,927-95.7% | $5,749-98.5% | $1,946-95.7% |