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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 | $6,476 | $117,444-94.5% | $99,479-93.5% | $152,909-95.8% |
| Participation rate | 38.9% | 77.5%-38.7pp | 73.8%-34.9pp | 82.5%-43.6pp |
| Annual return | 25.53% | 31.87%-6.3pp | 30.72%-5.2pp | 345.46%-319.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $665 | $4,086-83.7% | $3,619-81.6% | $5,851-88.6% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |