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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 | $6,295 | $58,493-89.2% | $84,023-92.5% | $72,976-91.4% |
| Participation rate | 17.9% | 61.2%-43.3pp | 69.0%-51.1pp | 69.5%-51.5pp |
| Annual return | 83.14% | 28.93%+54.2pp | 71.32%+11.8pp | 81.02%+2.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $222 | $2,394-90.7% | $3,239-93.2% | $3,608-93.9% |
| Admin fee / account holder | $113 | $4,569-97.5% | $6,102-98.1% | $5,124-97.8% |