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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 | $5,728 | $77,449-92.6% | $69,483-91.8% | $152,909-96.3% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.6%-49.6pp | 82.5%-57.5pp |
| Annual return | 22.04% | 39.09%-17.1pp | 28.99%-6.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $592 | $4,415-86.6% | $3,537-83.3% | $5,851-89.9% |
| Admin fee / account holder | $143 | $6,210-97.7% | $3,841-96.3% | $11,601-98.8% |