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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 | $1,273 | $83,369-98.5% | $105,223-98.8% | $67,986-98.1% |
| Participation rate | 33.6% | 56.3%-22.7pp | 75.0%-41.5pp | 57.2%-23.6pp |
| Annual return | 14.11% | 24.64%-10.5pp | 180.65%-166.5pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $231 | $3,295-93.0% | $5,072-95.4% | $3,358-93.1% |
| Admin fee / account holder | $247 | $4,073-93.9% | $8,859-97.2% | $3,203-92.3% |