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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 | $4,185 | $58,311-92.8% | $81,882-94.9% | $80,959-94.8% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.4%-41.6pp | 67.7%-36.9pp |
| Annual return | 13.19% | 41.85%-28.7pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $108 | $3,287-96.7% | $4,323-97.5% | $4,300-97.5% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |