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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 | $6,169 | $65,395-90.6% | $182,540-96.6% | $72,975-91.5% |
| Participation rate | 9.3% | 65.4%-56.2pp | 78.0%-68.7pp | 69.5%-60.2pp |
| Annual return | 31.80% | 27.68%+4.1pp | 148.58%-116.8pp | 81.01%-49.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $153 | $3,563-95.7% | $5,525-97.2% | $3,608-95.8% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |