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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 | $1,927 | $49,976-96.1% | $66,674-97.1% | $82,637-97.7% |
| Participation rate | 56.0% | 63.1%-7.1pp | 73.7%-17.7pp | 68.1%-12.1pp |
| Annual return | 19.87% | 39.09%-19.2pp | 321.24%-301.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $172 | $2,847-94.0% | $4,084-95.8% | $4,126-95.8% |
| Admin fee / account holder | $119 | $4,594-97.4% | $5,098-97.7% | $7,339-98.4% |