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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 | $3,961 | $111,535-96.4% | $105,223-96.2% | $137,256-97.1% |
| Participation rate | 18.2% | 78.1%-59.9pp | 75.0%-56.9pp | 80.0%-61.8pp |
| Annual return | 25.44% | 237.85%-212.4pp | 180.65%-155.2pp | 220.34%-194.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $235 | $5,500-95.7% | $5,072-95.4% | $6,407-96.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |