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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 | $2,463 | $53,777-95.4% | $134,155-98.2% | $79,858-96.9% |
| Participation rate | 24.1% | 58.8%-34.6pp | 72.2%-48.0pp | 69.6%-45.5pp |
| Annual return | 82.82% | 19.01%+63.8pp | 36.34%+46.5pp | 31.72%+51.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $500 | $2,420-79.3% | $3,500-85.7% | $3,740-86.6% |
| Admin fee / account holder | $16 | $3,984-99.6% | $6,685-99.8% | $5,306-99.7% |