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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 | $5,217 | $62,672-91.7% | $185,117-97.2% | $70,126-92.6% |
| Participation rate | 4.9% | 63.8%-58.9pp | 77.3%-72.4pp | 69.5%-64.7pp |
| Annual return | 34.79% | 40.79%-6.0pp | 40.50%-5.7pp | 73.15%-38.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $146 | $3,272-95.5% | $5,045-97.1% | $3,332-95.6% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |