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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 | $5,746 | $45,343-87.3% | $150,298-96.2% | $67,986-91.5% |
| Participation rate | 6.5% | 51.9%-45.4pp | 77.8%-71.3pp | 57.2%-50.8pp |
| Annual return | 22.16% | 33.28%-11.1pp | 62.79%-40.6pp | 31.67%-9.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $323 | $2,055-84.3% | $5,453-94.1% | $3,358-90.4% |
| Admin fee / account holder | $146 | $2,250-93.5% | $14,116-99.0% | $3,203-95.4% |