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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 | $19,959 | $125,797-84.1% | $170,057-88.3% | $75,177-73.5% |
| Participation rate | 2.8% | 83.6%-80.8pp | 87.0%-84.2pp | 67.2%-64.4pp |
| Annual return | 34.27% | 27.20%+7.1pp | 53.42%-19.1pp | 160.75%-126.5pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $321 | $6,838-95.3% | $10,411-96.9% | $4,126-92.2% |
| Admin fee / account holder | $50 | $8,177-99.4% | $12,826-99.6% | $5,651-99.1% |