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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 | $4,830 | $106,749-95.5% | $145,433-96.7% | $82,448-94.1% |
| Participation rate | 40.0% | 75.6%-35.6pp | 82.1%-42.1pp | 68.1%-28.1pp |
| Annual return | 21.18% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $465 | $6,519-92.9% | $7,897-94.1% | $4,139-88.8% |
| Admin fee / account holder | $20 | $8,390-99.8% | $13,129-99.8% | $7,234-99.7% |