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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 | $6,605 | $84,741-92.2% | $75,731-91.3% | $167,553-96.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 25.78% | 199.72%-173.9pp | 104.65%-78.9pp | 478.89%-453.1pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $771 | $4,577-83.2% | $3,820-79.8% | $6,343-87.8% |
| Admin fee / account holder | $224 | $5,361-95.8% | $3,620-93.8% | $12,316-98.2% |