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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 | $5,499 | $76,550-92.8% | $123,894-95.6% | $62,881-91.3% |
| Participation rate | 6.8% | 73.0%-66.2pp | 81.4%-74.6pp | 69.3%-62.5pp |
| Annual return | 38.92% | 18.67%+20.2pp | 47.52%-8.6pp | 20.14%+18.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $400 | $4,840-91.7% | $5,984-93.3% | $3,203-87.5% |
| Admin fee / account holder | $32 | $4,826-99.3% | $8,357-99.6% | $4,296-99.3% |