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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 | $6,149 | $80,332-92.3% | $107,187-94.3% | $64,097-90.4% |
| Participation rate | 38.0% | 54.4%-16.4pp | 75.0%-37.0pp | 55.2%-17.2pp |
| Annual return | 22.15% | 24.26%-2.1pp | 204.55%-182.4pp | 34.64%-12.5pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $514 | $3,109-83.5% | $5,096-89.9% | $3,080-83.3% |
| Admin fee / account holder | $55 | $4,314-98.7% | $9,162-99.4% | $3,454-98.4% |