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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 | $3,913 | $100,139-96.1% | $85,187-95.4% | $145,884-97.3% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 12.14% | 84.15%-72.0pp | 66.67%-54.5pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $676 | $5,296-87.2% | $4,525-85.1% | $6,690-89.9% |
| Admin fee / account holder | $275 | $7,262-96.2% | $6,162-95.5% | $13,392-97.9% |