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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 | $5,523 | $56,544-90.2% | $75,501-92.7% | $70,126-92.1% |
| Participation rate | 28.0% | 68.1%-40.1pp | 72.4%-44.4pp | 69.5%-41.5pp |
| Annual return | 170.44% | 23.59%+146.9pp | 27.35%+143.1pp | 73.15%+97.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $562 | $2,580-78.2% | $3,142-82.1% | $3,332-83.1% |
| Admin fee / account holder | $13 | $3,827-99.7% | $5,801-99.8% | $4,645-99.7% |