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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 | $1,201 | $81,262-98.5% | $155,602-99.2% | $80,911-98.5% |
| Participation rate | 58.6% | 66.2%-7.6pp | 78.2%-19.6pp | 67.6%-9.0pp |
| Annual return | 15.25% | 33.34%-18.1pp | 64.81%-49.6pp | 35.63%-20.4pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $515 | $3,451-85.1% | $5,629-90.8% | $4,297-88.0% |
| Admin fee / account holder | $0 | $7,992-100.0% | $15,923-100.0% | $6,935-100.0% |