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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 | $11,817 | $85,169-86.1% | $172,755-93.2% | $72,983-83.8% |
| Participation rate | 67.4% | 70.1%-2.6pp | 82.6%-15.2pp | 69.5%-2.0pp |
| Annual return | 24.46% | 27.32%-2.9pp | 802.94%-778.5pp | 81.01%-56.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $726 | $3,260-77.7% | $5,198-86.0% | $3,608-79.9% |
| Admin fee / account holder | $18 | $5,880-99.7% | $13,955-99.9% | $5,124-99.7% |