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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 | $3,493 | $101,795-96.6% | $165,100-97.9% | $80,959-95.7% |
| Participation rate | 20.0% | 71.8%-51.8pp | 78.6%-58.6pp | 67.7%-47.7pp |
| Annual return | 22.71% | 16.73%+6.0pp | 70.21%-47.5pp | 35.67%-13.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $438 | $4,476-90.2% | $6,035-92.7% | $4,300-89.8% |
| Admin fee / account holder | $154 | $8,221-98.1% | $12,696-98.8% | $6,925-97.8% |