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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 | $2,910 | $81,358-96.4% | $155,556-98.1% | $80,959-96.4% |
| Participation rate | 20.0% | 66.3%-46.3pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 23.09% | 33.39%-10.3pp | 64.84%-41.8pp | 35.67%-12.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $466 | $3,455-86.5% | $5,631-91.7% | $4,300-89.2% |
| Admin fee / account holder | $193 | $7,994-97.6% | $15,885-98.8% | $6,925-97.2% |