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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 | $1,139 | $24,618-95.4% | $71,585-98.4% | $82,637-98.6% |
| Participation rate | 61.4% | 68.2%-6.8pp | 68.2%-6.7pp | 68.1%-6.6pp |
| Annual return | 27.24% | 93.17%-65.9pp | 59.26%-32.0pp | 53.51%-26.3pp |
| Employer contribution / active EE | $0 | $852-100.0% | $1,669-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $630 | $1,720-63.4% | $2,923-78.5% | $4,126-84.7% |
| Admin fee / account holder | $256 | $3,285-92.2% | $4,712-94.6% | $7,339-96.5% |