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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 | $2,199 | $53,774-95.9% | $134,162-98.4% | $79,852-97.2% |
| Participation rate | 5.5% | 58.8%-53.3pp | 72.2%-66.7pp | 69.6%-64.2pp |
| Annual return | 20.69% | 19.01%+1.7pp | 36.35%-15.7pp | 31.72%-11.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $59 | $2,420-97.6% | $3,500-98.3% | $3,740-98.4% |
| Admin fee / account holder | $7 | $3,985-99.8% | $6,685-99.9% | $5,306-99.9% |