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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 | $4,947 | $45,343-89.1% | $150,298-96.7% | $67,986-92.7% |
| Participation rate | 5.6% | 51.9%-46.2pp | 77.8%-72.1pp | 57.2%-51.6pp |
| Annual return | 29.73% | 33.28%-3.5pp | 62.79%-33.1pp | 31.67%-1.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $122 | $2,055-94.1% | $5,453-97.8% | $3,358-96.4% |
| Admin fee / account holder | $15 | $2,250-99.3% | $14,116-99.9% | $3,203-99.5% |