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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 | $5,895 | $93,589-93.7% | $135,942-95.7% | $75,181-92.2% |
| Participation rate | 59.5% | 75.2%-15.7pp | 81.9%-22.5pp | 67.2%-7.7pp |
| Annual return | 16.34% | 30.90%-14.6pp | 68.28%-51.9pp | 160.69%-144.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $718 | $6,405-88.8% | $7,759-90.7% | $4,126-82.6% |
| Admin fee / account holder | $190 | $6,977-97.3% | $10,764-98.2% | $5,650-96.6% |