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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 | $9,647 | $98,776-90.2% | $149,745-93.6% | $79,856-87.9% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 21.30% | 27.38%-6.1pp | 276.72%-255.4pp | 31.71%-10.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $845 | $5,681-85.1% | $6,843-87.7% | $3,741-77.4% |
| Admin fee / account holder | $192 | $6,053-96.8% | $9,312-97.9% | $5,306-96.4% |