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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 | $3,587 | $106,923-96.6% | $84,023-95.7% | $152,909-97.7% |
| Participation rate | 20.0% | 75.3%-55.3pp | 69.0%-49.0pp | 82.5%-62.5pp |
| Annual return | 30.88% | 105.02%-74.1pp | 71.32%-40.4pp | 345.46%-314.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $363 | $4,013-91.0% | $3,239-88.8% | $5,851-93.8% |
| Admin fee / account holder | $10 | $8,289-99.9% | $6,102-99.8% | $11,601-99.9% |