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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 | $4,696 | $47,848-90.2% | $81,473-94.2% | $70,124-93.3% |
| Participation rate | 5.4% | 58.3%-52.9pp | 68.0%-62.6pp | 69.5%-64.1pp |
| Annual return | 78.45% | 27.25%+51.2pp | 38.78%+39.7pp | 73.14%+5.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $199 | $2,453-91.9% | $3,537-94.4% | $3,332-94.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |