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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 | $3,395 | $58,292-94.2% | $86,640-96.1% | $71,511-95.3% |
| Participation rate | 4.9% | 65.0%-60.1pp | 71.7%-66.8pp | 67.9%-63.0pp |
| Annual return | 31.69% | 21.63%+10.1pp | 592.52%-560.8pp | 28.86%+2.8pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $117 | $3,438-96.6% | $4,438-97.4% | $4,291-97.3% |
| Admin fee / account holder | $23 | $1,057-97.9% | $5,616-99.6% | $1,588-98.6% |