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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 | $3,697 | $55,902-93.4% | $76,030-95.1% | $80,959-95.4% |
| Participation rate | 45.8% | 62.1%-16.2pp | 69.1%-23.2pp | 67.7%-21.8pp |
| Annual return | 16.47% | 20.59%-4.1pp | 361.54%-345.1pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $740 | $3,051-75.7% | $4,257-82.6% | $4,300-82.8% |
| Admin fee / account holder | $165 | $5,239-96.9% | $6,421-97.4% | $6,925-97.6% |