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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 | $13,326 | $115,814-88.5% | $101,275-86.8% | $158,982-91.6% |
| Participation rate | 11.1% | 79.4%-68.3pp | 75.8%-64.7pp | 82.0%-70.9pp |
| Annual return | 19.60% | 56.16%-36.6pp | 46.48%-26.9pp | 302.99%-283.4pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $595 | $4,958-88.0% | $4,371-86.4% | $5,983-90.1% |
| Admin fee / account holder | $43 | $7,249-99.4% | $5,948-99.3% | $11,252-99.6% |