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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 | $4,497 | $72,272-93.8% | $101,264-95.6% | $79,858-94.4% |
| Participation rate | 10.8% | 68.5%-57.6pp | 75.8%-65.0pp | 69.6%-58.8pp |
| Annual return | 122.65% | 22.30%+100.4pp | 46.48%+76.2pp | 31.72%+90.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $585 | $3,282-82.2% | $4,370-86.6% | $3,740-84.4% |
| Admin fee / account holder | $6 | $4,401-99.9% | $5,947-99.9% | $5,306-99.9% |