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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 | $15,103 | $157,296-90.4% | $141,191-89.3% | $152,897-90.1% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 57.74% | 64.34%-6.6pp | 71.41%-13.7pp | 345.43%-287.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,886 | $7,111-73.5% | $6,710-71.9% | $5,851-67.8% |
| Admin fee / account holder | $191 | $12,125-98.4% | $10,264-98.1% | $11,599-98.4% |