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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 | $5,386 | $88,672-93.9% | $105,223-94.9% | $82,448-93.5% |
| Participation rate | 8.3% | 67.9%-59.6pp | 75.0%-66.7pp | 68.1%-59.7pp |
| Annual return | 20.64% | 30.86%-10.2pp | 180.65%-160.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $154 | $4,036-96.2% | $5,072-97.0% | $4,139-96.3% |
| Admin fee / account holder | $75 | $7,146-99.0% | $8,859-99.2% | $7,234-99.0% |