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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 | $4,482 | $45,343-90.1% | $150,298-97.0% | $67,986-93.4% |
| Participation rate | 6.7% | 51.9%-45.2pp | 77.8%-71.1pp | 57.2%-50.5pp |
| Annual return | 23.09% | 33.28%-10.2pp | 62.79%-39.7pp | 31.67%-8.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $100 | $2,055-95.2% | $5,453-98.2% | $3,358-97.0% |
| Admin fee / account holder | $41 | $2,250-98.2% | $14,116-99.7% | $3,203-98.7% |