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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 | $41,016-86.0% | $152,093-96.2% | $64,097-91.0% |
| Participation rate | 6.5% | 51.3%-44.9pp | 77.8%-71.3pp | 55.2%-48.7pp |
| Annual return | 22.16% | 39.60%-17.4pp | 66.36%-44.2pp | 34.64%-12.5pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $323 | $1,927-83.2% | $5,451-94.1% | $3,080-89.5% |
| Admin fee / account holder | $146 | $2,305-93.7% | $14,497-99.0% | $3,454-95.8% |