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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 | $5,769 | $112,112-94.9% | $95,956-94.0% | $158,950-96.4% |
| Participation rate | 46.2% | 79.0%-32.8pp | 77.1%-30.9pp | 82.0%-35.8pp |
| Annual return | 21.60% | 171.15%-149.6pp | 91.63%-70.0pp | 302.91%-281.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,074 | $4,784-77.6% | $4,167-74.2% | $5,983-82.1% |
| Admin fee / account holder | $15 | $10,134-99.8% | $6,797-99.8% | $11,248-99.9% |