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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 | $3,375 | $48,050-93.0% | $96,754-96.5% | $64,340-94.8% |
| Participation rate | 8.4% | 40.6%-32.2pp | 70.3%-61.9pp | 55.2%-46.8pp |
| Annual return | 29.22% | 23.41%+5.8pp | 82.04%-52.8pp | 24.14%+5.1pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $136 | $2,191-93.8% | $4,758-97.1% | $2,980-95.4% |
| Admin fee / account holder | $89 | $3,741-97.6% | $8,905-99.0% | $3,703-97.6% |