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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 | $5,419 | $91,167-94.1% | $178,498-97.0% | $79,858-93.2% |
| Participation rate | 6.0% | 69.2%-63.2pp | 81.9%-75.9pp | 69.6%-63.6pp |
| Annual return | 19.53% | 24.19%-4.7pp | 151.09%-131.6pp | 31.72%-12.2pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $126 | $3,236-96.1% | $5,202-97.6% | $3,740-96.6% |
| Admin fee / account holder | $0 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |