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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 | $1,875 | $51,638-96.4% | $68,368-97.3% | $82,448-97.7% |
| Participation rate | 45.2% | 63.6%-18.4pp | 73.8%-28.6pp | 68.1%-22.9pp |
| Annual return | 24.90% | 37.53%-12.6pp | 292.57%-267.7pp | 41.64%-16.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $455 | $2,914-84.4% | $4,123-89.0% | $4,139-89.0% |
| Admin fee / account holder | $167 | $4,643-96.4% | $5,150-96.7% | $7,234-97.7% |