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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 | $1,798 | $89,367-98.0% | $141,191-98.7% | $72,975-97.5% |
| Participation rate | 26.8% | 75.1%-48.3pp | 82.5%-55.6pp | 69.5%-42.7pp |
| Annual return | 36.68% | 111.87%-75.2pp | 71.41%-34.7pp | 81.01%-44.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $335 | $5,419-93.8% | $6,710-95.0% | $3,608-90.7% |
| Admin fee / account holder | $81 | $5,957-98.6% | $10,264-99.2% | $5,124-98.4% |