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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 | $3,967 | $162,529-97.6% | $130,788-97.0% | $154,746-97.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 24.35% | 510.48%-486.1pp | 386.44%-362.1pp | 172.34%-148.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $386 | $4,808-92.0% | $4,137-90.7% | $6,730-94.3% |
| Admin fee / account holder | $14 | $7,669-99.8% | $6,673-99.8% | $14,365-99.9% |