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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 | $1,401 | $55,453-97.5% | $170,435-99.2% | $62,293-97.8% |
| Participation rate | 9.4% | 66.4%-56.9pp | 83.6%-74.1pp | 69.5%-60.1pp |
| Annual return | 28.18% | 21.38%+6.8pp | 205.94%-177.8pp | 28.90%-0.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $93 | $2,303-95.9% | $4,939-98.1% | $3,169-97.1% |
| Admin fee / account holder | $135 | $455-70.4% | $13,881-99.0% | $479-71.9% |