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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 | $6,272 | $166,242-96.2% | $165,071-96.2% | $145,884-95.7% |
| Participation rate | 18.8% | 82.0%-63.3pp | 78.6%-59.9pp | 80.3%-61.6pp |
| Annual return | 16.27% | 100.44%-84.2pp | 70.17%-53.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $583 | $6,964-91.6% | $6,035-90.3% | $6,690-91.3% |
| Admin fee / account holder | $45 | $16,658-99.7% | $12,695-99.6% | $13,392-99.7% |