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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 | $10,302 | $105,145-90.2% | $94,664-89.1% | $139,466-92.6% |
| Participation rate | 15.8% | 82.4%-66.6pp | 80.8%-65.0pp | 80.3%-64.5pp |
| Annual return | 23.14% | 38.09%-14.9pp | 156.84%-133.7pp | 373.66%-350.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $397 | $7,599-94.8% | $7,417-94.7% | $6,712-94.1% |
| Admin fee / account holder | $31 | $8,972-99.7% | $7,222-99.6% | $11,409-99.7% |