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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 | $7,706 | $112,915-93.2% | $90,965-91.5% | $158,950-95.2% |
| Participation rate | 20.0% | 74.7%-54.7pp | 69.0%-49.0pp | 82.0%-62.0pp |
| Annual return | 20.54% | 215.75%-195.2pp | 134.57%-114.0pp | 302.91%-282.4pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $735 | $4,128-82.2% | $3,373-78.2% | $5,983-87.7% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |