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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 | $3,984 | $54,757-92.7% | $90,300-95.6% | $72,983-94.5% |
| Participation rate | 19.6% | 65.1%-45.5pp | 73.3%-53.7pp | 69.5%-49.9pp |
| Annual return | 53.04% | 30.63%+22.4pp | 78.11%-25.1pp | 81.01%-28.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $673 | $2,887-76.7% | $3,884-82.7% | $3,608-81.4% |
| Admin fee / account holder | $11 | $3,972-99.7% | $5,353-99.8% | $5,124-99.8% |