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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 | $3,951 | $58,895-93.3% | $178,503-97.8% | $73,497-94.6% |
| Participation rate | 5.7% | 66.2%-60.6pp | 81.9%-76.3pp | 70.7%-65.0pp |
| Annual return | 35.50% | 24.86%+10.6pp | 151.12%-115.6pp | 28.51%+7.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $263 | $2,567-89.7% | $5,202-94.9% | $3,740-93.0% |
| Admin fee / account holder | $290 | $400-27.5% | $13,987-97.9% | $513-43.4% |