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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 | $4,801 | $81,696-94.1% | $70,494-93.2% | $158,982-97.0% |
| Participation rate | 5.9% | 77.7%-71.8pp | 75.1%-69.2pp | 82.0%-76.1pp |
| Annual return | 16.57% | 208.70%-192.1pp | 109.16%-92.6pp | 302.99%-286.4pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $554 | $4,558-87.9% | $3,711-85.1% | $5,983-90.7% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |