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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 | $2,690 | $105,200-97.4% | $159,474-98.3% | $85,847-96.9% |
| Participation rate | 28.3% | 75.8%-47.5pp | 82.8%-54.6pp | 69.3%-41.1pp |
| Annual return | 17.40% | 45.08%-27.7pp | 263.68%-246.3pp | 318.61%-301.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $226 | $5,946-96.2% | $7,353-96.9% | $3,952-94.3% |
| Admin fee / account holder | $10 | $6,934-99.9% | $10,802-99.9% | $6,261-99.8% |