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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 | $12,471 | $107,941-88.4% | $91,994-86.4% | $152,909-91.8% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.5%-42.5pp |
| Annual return | 21.71% | 89.28%-67.6pp | 69.04%-47.3pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,076 | $6,366-83.1% | $5,924-81.8% | $5,851-81.6% |
| Admin fee / account holder | $8 | $10,521-99.9% | $7,744-99.9% | $11,601-99.9% |