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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 | $2,651 | $154,193-98.3% | $130,045-98.0% | $139,466-98.1% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.5%-51.2pp | 80.3%-53.1pp |
| Annual return | 39.77% | 32.51%+7.3pp | -137.30%+177.1pp | 373.66%-333.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $748 | $6,709-88.8% | $5,820-87.1% | $6,712-88.9% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |