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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 | $6,366 | $102,638-93.8% | $81,991-92.2% | $158,966-96.0% |
| Participation rate | 30.8% | 75.5%-44.8pp | 69.3%-38.5pp | 82.0%-51.2pp |
| Annual return | 17.65% | 61.05%-43.4pp | 41.31%-23.7pp | 302.95%-285.3pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $395 | $4,649-91.5% | $3,722-89.4% | $5,983-93.4% |
| Admin fee / account holder | $50 | $8,237-99.4% | $5,665-99.1% | $11,250-99.6% |