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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 | $3,057 | $117,895-97.4% | $102,460-97.0% | $145,897-97.9% |
| Participation rate | 54.2% | 78.6%-24.5pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 16.04% | 31.92%-15.9pp | 29.47%-13.4pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,032 | $5,736-82.0% | $5,056-79.6% | $6,689-84.6% |
| Admin fee / account holder | $59 | $13,353-99.6% | $9,460-99.4% | $13,390-99.6% |