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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 | $8,650 | $104,953-91.8% | $84,637-89.8% | $152,909-94.3% |
| Participation rate | 22.7% | 74.8%-52.1pp | 68.2%-45.5pp | 82.5%-59.7pp |
| Annual return | 19.82% | 373.94%-354.1pp | 258.82%-239.0pp | 345.46%-325.6pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $783 | $4,691-83.3% | $3,900-79.9% | $5,851-86.6% |
| Admin fee / account holder | $13 | $6,244-99.8% | $4,914-99.7% | $11,601-99.9% |