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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 | $4,429 | $105,210-95.8% | $159,487-97.2% | $85,851-94.8% |
| Participation rate | 10.4% | 75.8%-65.4pp | 82.8%-72.4pp | 69.3%-58.9pp |
| Annual return | 19.99% | 45.08%-25.1pp | 263.71%-243.7pp | 318.63%-298.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $282 | $5,946-95.3% | $7,354-96.2% | $3,952-92.9% |
| Admin fee / account holder | $11 | $6,934-99.8% | $10,804-99.9% | $6,261-99.8% |