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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 | $11,139 | $105,210-89.4% | $159,487-93.0% | $85,851-87.0% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.8%-60.6pp | 69.3%-47.1pp |
| Annual return | 41.76% | 45.08%-3.3pp | 263.71%-222.0pp | 318.63%-276.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $311 | $5,946-94.8% | $7,354-95.8% | $3,952-92.1% |
| Admin fee / account holder | $291 | $6,934-95.8% | $10,804-97.3% | $6,261-95.4% |