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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 | $10,738 | $168,635-93.6% | $147,617-92.7% | $125,389-91.4% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | 0.44% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,117 | $5,507-79.7% | $4,895-77.2% | $5,352-79.1% |
| Admin fee / account holder | $31 | $13,580-99.8% | $11,612-99.7% | $9,541-99.7% |