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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 | $1,936 | $46,360-95.8% | $147,617-98.7% | $52,331-96.3% |
| Participation rate | 66.4% | 64.9%+1.4pp | 84.6%-18.3pp | 68.1%-1.7pp |
| Annual return | 5.42% | 1.62%+3.8pp | 61.98%-56.6pp | 4.54%+0.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $407 | $2,258-82.0% | $4,895-91.7% | $3,022-86.5% |
| Admin fee / account holder | $27 | $766-96.5% | $11,612-99.8% | $592-95.5% |