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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 | $7,510 | $129,737-94.2% | $119,126-93.7% | $154,746-95.1% |
| Participation rate | 35.7% | 78.9%-43.1pp | 75.8%-40.0pp | 80.7%-45.0pp |
| Annual return | 213.24% | 379.08%-165.8pp | 282.11%-68.9pp | 172.34%+40.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $305 | $5,842-94.8% | $5,318-94.3% | $6,730-95.5% |
| Admin fee / account holder | $22 | $11,961-99.8% | $10,693-99.8% | $14,365-99.8% |