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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 | $3,799 | $70,430-94.6% | $96,572-96.1% | $85,851-95.6% |
| Participation rate | 7.9% | 61.8%-53.9pp | 69.8%-61.9pp | 69.3%-61.4pp |
| Annual return | 11.68% | 18.58%-6.9pp | 37.79%-26.1pp | 318.63%-307.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $156 | $2,894-94.6% | $3,850-96.0% | $3,952-96.1% |
| Admin fee / account holder | $13 | $4,996-99.7% | $6,183-99.8% | $6,261-99.8% |