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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 | $9,514 | $55,453-82.8% | $170,435-94.4% | $62,293-84.7% |
| Participation rate | 16.5% | 66.4%-49.8pp | 83.6%-67.1pp | 69.5%-53.0pp |
| Annual return | 26.27% | 21.38%+4.9pp | 205.94%-179.7pp | 28.90%-2.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $406 | $2,303-82.4% | $4,939-91.8% | $3,169-87.2% |
| Admin fee / account holder | $249 | $455-45.3% | $13,881-98.2% | $479-48.1% |