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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 | $3,987 | $73,107-94.5% | $114,563-96.5% | $87,485-95.4% |
| Participation rate | 33.3% | 65.8%-32.4pp | 72.9%-39.6pp | 68.9%-35.6pp |
| Annual return | 22.46% | 19.47%+3.0pp | 241.09%-218.6pp | 26.06%-3.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $950 | $3,144-69.8% | $4,142-77.1% | $4,274-77.8% |
| Admin fee / account holder | $233 | $5,770-96.0% | $7,623-96.9% | $7,775-97.0% |