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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 | $10,905 | $93,346-88.3% | $71,796-84.8% | $273,972-96.0% |
| Participation rate | 7.7% | 76.5%-68.8pp | 69.1%-61.4pp | 83.0%-75.3pp |
| Annual return | 5.76% | 130.39%-124.6pp | 78.04%-72.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $120 | $3,475-96.6% | $2,794-95.7% | $5,287-97.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |