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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 | $8,597 | $91,198-90.6% | $178,503-95.2% | $79,856-89.2% |
| Participation rate | 16.2% | 69.2%-53.0pp | 81.9%-65.7pp | 69.6%-53.4pp |
| Annual return | 31.17% | 24.20%+7.0pp | 151.12%-120.0pp | 31.71%-0.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $642 | $3,237-80.2% | $5,202-87.7% | $3,741-82.8% |
| Admin fee / account holder | $25 | $6,748-99.6% | $13,987-99.8% | $5,306-99.5% |