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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 | $5,385 | $95,406-94.4% | $185,849-97.1% | $85,847-93.7% |
| Participation rate | 5.4% | 68.8%-63.3pp | 81.7%-76.3pp | 69.3%-63.9pp |
| Annual return | 18.30% | 23.59%-5.3pp | 122.10%-103.8pp | 318.61%-300.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $226 | $3,424-93.4% | $5,569-95.9% | $3,952-94.3% |
| Admin fee / account holder | $14 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |