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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 | $12,871 | $154,193-91.7% | $130,045-90.1% | $139,466-90.8% |
| Participation rate | 18.8% | 82.0%-63.2pp | 78.5%-59.8pp | 80.3%-61.6pp |
| Annual return | 25.55% | 32.51%-7.0pp | -137.30%+162.9pp | 373.66%-348.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $863 | $6,709-87.1% | $5,820-85.2% | $6,712-87.1% |
| Admin fee / account holder | $93 | $13,989-99.3% | $10,600-99.1% | $11,409-99.2% |