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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 | $10,679 | $115,810-90.8% | $101,271-89.5% | $158,966-93.3% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 10.89% | 56.15%-45.3pp | 46.48%-35.6pp | 302.95%-292.1pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $539 | $4,958-89.1% | $4,371-87.7% | $5,983-91.0% |
| Admin fee / account holder | $193 | $7,248-97.3% | $5,948-96.7% | $11,250-98.3% |