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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 | $4,214 | $48,337-91.3% | $67,560-93.8% | $80,959-94.8% |
| Participation rate | 22.2% | 66.4%-44.2pp | 72.9%-50.7pp | 67.7%-45.4pp |
| Annual return | 20.99% | 18.26%+2.7pp | 3533.50%-3512.5pp | 35.67%-14.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $365 | $2,928-87.5% | $4,004-90.9% | $4,300-91.5% |
| Admin fee / account holder | $53 | $3,695-98.6% | $3,994-98.7% | $6,925-99.2% |