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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 | $6,062 | $78,672-92.3% | $109,163-94.4% | $85,856-92.9% |
| Participation rate | 20.0% | 68.3%-48.3pp | 75.9%-55.9pp | 69.3%-49.3pp |
| Annual return | 111.99% | 25.09%+86.9pp | 25.75%+86.2pp | 318.58%-206.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,097 | $3,467-68.4% | $4,654-76.4% | $3,952-72.2% |
| Admin fee / account holder | $59 | $5,470-98.9% | $6,754-99.1% | $6,261-99.1% |