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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 | $6,929 | $102,429-93.2% | $147,096-95.3% | $80,925-91.4% |
| Participation rate | 61.4% | 75.9%-14.5pp | 82.2%-20.8pp | 67.7%-6.3pp |
| Annual return | 16.33% | 135.02%-118.7pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $738 | $6,649-88.9% | $8,071-90.9% | $4,299-82.8% |
| Admin fee / account holder | $175 | $7,957-97.8% | $13,005-98.7% | $6,940-97.5% |