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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 | $10,090 | $152,612-93.4% | $125,192-91.9% | $152,897-93.4% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 18.44% | 54.85%-36.4pp | 43.79%-25.4pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,375 | $5,868-76.6% | $4,937-72.2% | $5,851-76.5% |
| Admin fee / account holder | $209 | $13,437-98.4% | $9,704-97.8% | $11,599-98.2% |