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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 | $1,252 | $106,749-98.8% | $145,433-99.1% | $82,448-98.5% |
| Participation rate | 22.0% | 75.6%-53.6pp | 82.1%-60.1pp | 68.1%-46.1pp |
| Annual return | 36.77% | 27.59%+9.2pp | 66.58%-29.8pp | 41.64%-4.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $196 | $6,519-97.0% | $7,897-97.5% | $4,139-95.3% |
| Admin fee / account holder | $166 | $8,390-98.0% | $13,129-98.7% | $7,234-97.7% |