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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 | $1,310 | $51,649-97.5% | $124,206-98.9% | $64,097-98.0% |
| Participation rate | 16.1% | 45.2%-29.1pp | 69.6%-53.5pp | 55.2%-39.1pp |
| Annual return | 17.81% | 19.98%-2.2pp | 515.27%-497.5pp | 34.64%-16.8pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $3,540-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $104 | $2,165-95.2% | $3,968-97.4% | $3,080-96.6% |
| Admin fee / account holder | $16 | $4,237-99.6% | $5,929-99.7% | $3,454-99.5% |