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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 | $2,072 | $50,812-95.9% | $155,602-98.7% | $77,692-97.3% |
| Participation rate | 5.5% | 63.1%-57.7pp | 78.2%-72.7pp | 70.6%-65.1pp |
| Annual return | 41.16% | 34.85%+6.3pp | 64.81%-23.6pp | 31.25%+9.9pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $92 | $2,822-96.8% | $5,629-98.4% | $4,648-98.0% |
| Admin fee / account holder | $49 | $436-88.7% | $15,923-99.7% | $431-88.5% |