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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 | $2,648 | $76,407-96.5% | $150,298-98.2% | $82,448-96.8% |
| Participation rate | 29.8% | 66.4%-36.6pp | 77.8%-48.0pp | 68.1%-38.3pp |
| Annual return | 26.17% | 39.99%-13.8pp | 62.79%-36.6pp | 41.64%-15.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $403 | $3,214-87.5% | $5,453-92.6% | $4,139-90.3% |
| Admin fee / account holder | $49 | $6,352-99.2% | $14,116-99.7% | $7,234-99.3% |