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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 | $7,512 | $77,908-90.4% | $149,696-95.0% | $75,173-90.0% |
| Participation rate | 9.7% | 65.6%-55.9pp | 78.8%-69.1pp | 67.2%-57.5pp |
| Annual return | 18.69% | 31.73%-13.0pp | 134.46%-115.8pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $307 | $3,411-91.0% | $5,682-94.6% | $4,126-92.6% |
| Admin fee / account holder | $64 | $5,950-98.9% | $13,212-99.5% | $5,651-98.9% |