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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 | $6,567 | $89,259-92.6% | $107,187-93.9% | $82,637-92.1% |
| Participation rate | 6.7% | 67.9%-61.3pp | 75.0%-68.4pp | 68.1%-61.4pp |
| Annual return | 29.43% | 21.02%+8.4pp | 204.55%-175.1pp | 53.51%-24.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $168 | $4,037-95.8% | $5,096-96.7% | $4,126-95.9% |
| Admin fee / account holder | $20 | $7,381-99.7% | $9,162-99.8% | $7,339-99.7% |