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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 | $4,664 | $82,130-94.3% | $453,569-99.0% | $79,389-94.1% |
| Participation rate | 22.3% | 73.4%-51.0pp | 78.0%-55.7pp | 70.7%-48.4pp |
| Annual return | 25.83% | 345.31%-319.5pp | 64.43%-38.6pp | 116.89%-91.1pp |
| Employer contribution / active EE | $0 | $2,659-100.0% | $4,072-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $722 | $4,314-83.3% | $6,211-88.4% | $4,046-82.1% |
| Admin fee / account holder | $245 | $531-53.8% | $11,214-97.8% | $626-60.8% |