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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 | $2,435 | $88,672-97.3% | $105,223-97.7% | $82,448-97.0% |
| Participation rate | 13.8% | 67.9%-54.1pp | 75.0%-61.2pp | 68.1%-54.2pp |
| Annual return | 21.03% | 30.86%-9.8pp | 180.65%-159.6pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $137 | $4,036-96.6% | $5,072-97.3% | $4,139-96.7% |
| Admin fee / account holder | $168 | $7,146-97.6% | $8,859-98.1% | $7,234-97.7% |