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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 | $5,036 | $58,311-91.4% | $81,882-93.8% | $80,959-93.8% |
| Participation rate | 5.6% | 63.5%-57.9pp | 72.4%-66.8pp | 67.7%-62.1pp |
| Annual return | 15.08% | 41.85%-26.8pp | 779.47%-764.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $125 | $3,287-96.2% | $4,323-97.1% | $4,300-97.1% |
| Admin fee / account holder | $17 | $4,752-99.6% | $7,360-99.8% | $6,925-99.8% |