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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 | $1,191 | $62,132-98.1% | $185,827-99.4% | $73,493-98.4% |
| Participation rate | 4.9% | 67.8%-62.9pp | 78.0%-73.1pp | 70.7%-65.8pp |
| Annual return | 43.44% | 20.44%+23.0pp | 35.96%+7.5pp | 28.51%+14.9pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $53 | $3,711-98.6% | $5,633-99.1% | $3,740-98.6% |
| Admin fee / account holder | $3 | $419-99.3% | $9,502-100.0% | $513-99.4% |