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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 | $5,897 | $55,437-89.4% | $155,534-96.2% | $74,459-92.1% |
| Participation rate | 62.2% | 61.9%+0.3pp | 78.2%-16.0pp | 67.2%-5.0pp |
| Annual return | 11.59% | 269.58%-258.0pp | 64.92%-53.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $350 | $2,837-87.7% | $5,630-93.8% | $4,350-91.9% |
| Admin fee / account holder | $85 | $1,742-95.1% | $15,900-99.5% | $1,945-95.6% |