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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 | $2,819 | $61,356-95.4% | $149,696-98.1% | $71,511-96.1% |
| Participation rate | 7.4% | 62.5%-55.1pp | 78.8%-71.4pp | 67.9%-60.5pp |
| Annual return | 41.62% | 35.86%+5.8pp | 134.46%-92.8pp | 28.86%+12.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $167 | $2,920-94.3% | $5,682-97.1% | $4,291-96.1% |
| Admin fee / account holder | $160 | $1,263-87.3% | $13,212-98.8% | $1,588-89.9% |