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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 | $4,028 | $122,063-96.7% | $184,256-97.8% | $74,478-94.6% |
| Participation rate | 5.0% | 85.5%-80.5pp | 86.8%-81.8pp | 67.2%-62.2pp |
| Annual return | 24.98% | 19.92%+5.1pp | 28.85%-3.9pp | 1370.56%-1345.6pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $35 | $7,144-99.5% | $9,133-99.6% | $4,350-99.2% |
| Admin fee / account holder | $231 | $1,253-81.6% | $13,899-98.3% | $1,946-88.1% |