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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 | $4,248 | $46,599-90.9% | $64,101-93.4% | $75,173-94.3% |
| Participation rate | 11.5% | 65.9%-54.4pp | 72.3%-60.8pp | 67.2%-55.7pp |
| Annual return | 42.12% | 26.06%+16.1pp | 33.72%+8.4pp | 160.72%-118.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $282 | $2,837-90.0% | $3,881-92.7% | $4,126-93.2% |
| Admin fee / account holder | $21 | $2,956-99.3% | $3,070-99.3% | $5,651-99.6% |