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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 | $8,883 | $107,363-91.7% | $92,909-90.4% | $152,897-94.2% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 14.55% | 145.63%-131.1pp | 109.44%-94.9pp | 345.43%-330.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $571 | $4,848-88.2% | $4,238-86.5% | $5,851-90.2% |
| Admin fee / account holder | $35 | $7,082-99.5% | $5,795-99.4% | $11,599-99.7% |