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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 | $1,436 | $63,354-97.7% | $94,105-98.5% | $82,637-98.3% |
| Participation rate | 40.5% | 63.8%-23.3pp | 71.9%-31.4pp | 68.1%-27.5pp |
| Annual return | 19.05% | 34.36%-15.3pp | 204.55%-185.5pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $272 | $2,873-90.5% | $3,881-93.0% | $4,126-93.4% |
| Admin fee / account holder | $135 | $5,073-97.3% | $6,199-97.8% | $7,339-98.2% |