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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 | $7,514 | $91,198-91.8% | $178,503-95.8% | $79,856-90.6% |
| Participation rate | 9.1% | 69.2%-60.1pp | 81.9%-72.8pp | 69.6%-60.5pp |
| Annual return | 21.08% | 24.20%-3.1pp | 151.12%-130.0pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $300 | $3,237-90.7% | $5,202-94.2% | $3,741-92.0% |
| Admin fee / account holder | $26 | $6,748-99.6% | $13,987-99.8% | $5,306-99.5% |