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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 | $3,785 | $97,550-96.1% | $120,344-96.9% | $87,485-95.7% |
| Participation rate | 36.5% | 72.8%-36.3pp | 76.7%-40.2pp | 68.9%-32.4pp |
| Annual return | 6839.86% | 18.41%+6821.4pp | 20.30%+6819.6pp | 26.06%+6813.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,426 | $4,230-66.3% | $5,135-72.2% | $4,274-66.6% |
| Admin fee / account holder | $216 | $9,543-97.7% | $12,742-98.3% | $7,775-97.2% |