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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 | $4,803 | $81,262-94.1% | $155,602-96.9% | $80,911-94.1% |
| Participation rate | 11.8% | 66.2%-54.5pp | 78.2%-66.4pp | 67.6%-55.9pp |
| Annual return | 18.34% | 33.34%-15.0pp | 64.81%-46.5pp | 35.63%-17.3pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $481 | $3,451-86.1% | $5,629-91.5% | $4,297-88.8% |
| Admin fee / account holder | $42 | $7,992-99.5% | $15,923-99.7% | $6,935-99.4% |