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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 | $6,852 | $43,749-84.3% | $158,223-95.7% | $65,306-89.5% |
| Participation rate | 4.1% | 56.9%-52.8pp | 79.2%-75.1pp | 57.7%-53.6pp |
| Annual return | 31.00% | 19.41%+11.6pp | 52.09%-21.1pp | 21.94%+9.1pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $168 | $2,019-91.7% | $5,467-96.9% | $2,959-94.3% |
| Admin fee / account holder | $19 | $1,930-99.0% | $16,047-99.9% | $3,480-99.5% |