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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 | $5,996 | $58,726-89.8% | $92,240-93.5% | $62,293-90.4% |
| Participation rate | 12.0% | 68.3%-56.3pp | 76.5%-64.4pp | 69.5%-57.5pp |
| Annual return | 43.21% | 43.62%-0.4pp | 176.29%-133.1pp | 28.90%+14.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $356 | $2,766-87.1% | $3,897-90.9% | $3,169-88.8% |
| Admin fee / account holder | $246 | $556-55.8% | $5,194-95.3% | $479-48.7% |