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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 | $5,759 | $125,778-95.4% | $114,563-95.0% | $154,746-96.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.9%-47.9pp | 80.7%-55.7pp |
| Annual return | 20.35% | 295.14%-274.8pp | 241.09%-220.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $338 | $4,445-92.4% | $4,142-91.8% | $6,730-95.0% |
| Admin fee / account holder | $22 | $8,190-99.7% | $7,623-99.7% | $14,365-99.9% |