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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 | $8,954 | $81,276-89.0% | $155,574-94.2% | $80,925-88.9% |
| Participation rate | 3.8% | 66.2%-62.4pp | 78.2%-74.4pp | 67.7%-63.8pp |
| Annual return | 13.10% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $219 | $3,453-93.7% | $5,629-96.1% | $4,299-94.9% |
| Admin fee / account holder | $130 | $7,993-98.4% | $15,914-99.2% | $6,940-98.1% |