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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 | $1,668 | $101,618-98.4% | $93,063-98.2% | $137,256-98.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 24.06% | 223.95%-199.9pp | 34.15%-10.1pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $354 | $4,279-91.7% | $3,958-91.1% | $6,407-94.5% |
| Admin fee / account holder | $5 | $6,198-99.9% | $6,033-99.9% | $12,270-100.0% |