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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 | $4,744 | $108,911-95.6% | $100,392-95.3% | $145,884-96.7% |
| Participation rate | 23.5% | 83.0%-59.4pp | 81.5%-58.0pp | 80.3%-56.8pp |
| Annual return | 13.49% | 58.23%-44.7pp | 49.45%-36.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,194 | $8,459-74.1% | $8,090-72.9% | $6,690-67.2% |
| Admin fee / account holder | $104 | $9,698-98.9% | $7,904-98.7% | $13,392-99.2% |