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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 | $1,110 | $43,496-97.4% | $161,489-99.3% | $64,340-98.3% |
| Participation rate | 31.7% | 53.5%-21.8pp | 78.7%-47.0pp | 55.2%-23.6pp |
| Annual return | 28.38% | 20.76%+7.6pp | 89.72%-61.3pp | 24.14%+4.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $172 | $1,996-91.4% | $5,630-96.9% | $2,980-94.2% |
| Admin fee / account holder | $36 | $2,330-98.5% | $16,006-99.8% | $3,703-99.0% |