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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 | $7,920 | $80,332-90.1% | $107,187-92.6% | $64,097-87.6% |
| Participation rate | 7.7% | 54.4%-46.7pp | 75.0%-67.3pp | 55.2%-47.5pp |
| Annual return | 17.96% | 24.26%-6.3pp | 204.55%-186.6pp | 34.64%-16.7pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $138 | $3,109-95.6% | $5,096-97.3% | $3,080-95.5% |
| Admin fee / account holder | $94 | $4,314-97.8% | $9,162-99.0% | $3,454-97.3% |