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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 | $10,355 | $111,830-90.7% | $93,696-88.9% | $145,884-92.9% |
| Participation rate | 13.3% | 74.2%-60.9pp | 68.7%-55.4pp | 80.3%-67.0pp |
| Annual return | 14.95% | 204.08%-189.1pp | 133.74%-118.8pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $293 | $4,920-94.0% | $4,417-93.4% | $6,690-95.6% |
| Admin fee / account holder | $40 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |