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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 | $2,356 | $58,895-96.0% | $178,503-98.7% | $73,497-96.8% |
| Participation rate | 10.1% | 66.2%-56.1pp | 81.9%-71.8pp | 70.7%-60.5pp |
| Annual return | 35.18% | 24.86%+10.3pp | 151.12%-115.9pp | 28.51%+6.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $141 | $2,567-94.5% | $5,202-97.3% | $3,740-96.2% |
| Admin fee / account holder | $142 | $400-64.5% | $13,987-99.0% | $513-72.3% |