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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 | $5,600 | $128,603-95.6% | $197,124-97.2% | $67,986-91.8% |
| Participation rate | 4.4% | 81.7%-77.3pp | 86.7%-82.3pp | 57.2%-52.8pp |
| Annual return | 17.34% | 23.77%-6.4pp | 44.34%-27.0pp | 31.67%-14.3pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $46 | $6,840-99.3% | $9,135-99.5% | $3,358-98.6% |
| Admin fee / account holder | $51 | $3,035-98.3% | $16,298-99.7% | $3,203-98.4% |