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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 | $3,215 | $101,795-96.8% | $165,100-98.1% | $80,959-96.0% |
| Participation rate | 18.4% | 71.8%-53.4pp | 78.6%-60.2pp | 67.7%-49.2pp |
| Annual return | 24.38% | 16.73%+7.7pp | 70.21%-45.8pp | 35.67%-11.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $458 | $4,476-89.8% | $6,035-92.4% | $4,300-89.3% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |