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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 | $6,496 | $83,045-92.2% | $130,045-95.0% | $71,511-90.9% |
| Participation rate | 10.4% | 74.1%-63.7pp | 78.5%-68.1pp | 67.9%-57.5pp |
| Annual return | 26.13% | 20.61%+5.5pp | -137.30%+163.4pp | 28.86%-2.7pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $448 | $4,436-89.9% | $5,820-92.3% | $4,291-89.6% |
| Admin fee / account holder | $26 | $1,727-98.5% | $10,600-99.8% | $1,588-98.4% |