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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 | $4,123 | $68,398-94.0% | $94,664-95.6% | $75,173-94.5% |
| Participation rate | 35.0% | 76.1%-41.1pp | 80.8%-45.8pp | 67.2%-32.2pp |
| Annual return | 16.18% | 616.72%-600.5pp | 156.84%-140.7pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $574 | $6,537-91.2% | $7,417-92.3% | $4,126-86.1% |
| Admin fee / account holder | $115 | $5,324-97.8% | $7,222-98.4% | $5,651-98.0% |