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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 | $5,417 | $83,485-93.5% | $125,180-95.7% | $72,983-92.6% |
| Participation rate | 9.6% | 73.3%-63.7pp | 79.8%-70.2pp | 69.5%-59.9pp |
| Annual return | 42.45% | 25.78%+16.7pp | 43.79%-1.3pp | 81.01%-38.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $311 | $3,586-91.3% | $4,937-93.7% | $3,608-91.4% |
| Admin fee / account holder | $37 | $5,518-99.3% | $9,703-99.6% | $5,124-99.3% |