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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 | $4,464 | $77,901-94.3% | $149,717-97.0% | $75,181-94.1% |
| Participation rate | 12.0% | 65.6%-53.6pp | 78.8%-66.8pp | 67.2%-55.2pp |
| Annual return | 35.73% | 31.73%+4.0pp | 134.41%-98.7pp | 160.69%-125.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $572 | $3,411-83.2% | $5,682-89.9% | $4,126-86.1% |
| Admin fee / account holder | $181 | $5,949-97.0% | $13,213-98.6% | $5,650-96.8% |