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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 | $1,384 | $99,994-98.6% | $146,643-99.1% | $85,847-98.4% |
| Participation rate | 17.6% | 73.1%-55.4pp | 80.1%-62.4pp | 69.3%-51.7pp |
| Annual return | 14.02% | 18.93%-4.9pp | 22.75%-8.7pp | 318.61%-304.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $191 | $4,006-95.2% | $5,506-96.5% | $3,952-95.2% |
| Admin fee / account holder | $177 | $7,703-97.7% | $10,280-98.3% | $6,261-97.2% |