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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 | $13,887 | $112,131-87.6% | $95,964-85.5% | $158,982-91.3% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.8pp | 82.0%-48.6pp |
| Annual return | 20.31% | 171.19%-150.9pp | 91.64%-71.3pp | 302.99%-282.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $591 | $4,784-87.7% | $4,167-85.8% | $5,983-90.1% |
| Admin fee / account holder | $48 | $10,136-99.5% | $6,797-99.3% | $11,252-99.6% |