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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 | $8,566 | $93,598-90.8% | $135,974-93.7% | $75,173-88.6% |
| Participation rate | 59.1% | 75.2%-16.1pp | 81.9%-22.8pp | 67.2%-8.1pp |
| Annual return | 147.99% | 30.89%+117.1pp | 68.30%+79.7pp | 160.72%-12.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $989 | $6,405-84.6% | $7,760-87.3% | $4,126-76.0% |
| Admin fee / account holder | $206 | $6,978-97.0% | $10,767-98.1% | $5,651-96.4% |