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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 | $6,309 | $77,908-91.9% | $149,696-95.8% | $75,173-91.6% |
| Participation rate | 10.4% | 65.6%-55.2pp | 78.8%-68.4pp | 67.2%-56.8pp |
| Annual return | 17.71% | 31.73%-14.0pp | 134.46%-116.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $278 | $3,411-91.9% | $5,682-95.1% | $4,126-93.3% |
| Admin fee / account holder | $119 | $5,950-98.0% | $13,212-99.1% | $5,651-97.9% |