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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 | $4,842 | $68,398-92.9% | $94,664-94.9% | $75,173-93.6% |
| Participation rate | 37.0% | 76.1%-39.1pp | 80.8%-43.9pp | 67.2%-30.2pp |
| Annual return | 31.63% | 616.72%-585.1pp | 156.84%-125.2pp | 160.72%-129.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,227 | $6,537-81.2% | $7,417-83.5% | $4,126-70.3% |
| Admin fee / account holder | $208 | $5,324-96.1% | $7,222-97.1% | $5,651-96.3% |