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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 | $7,729 | $106,918-92.8% | $84,021-90.8% | $152,897-94.9% |
| Participation rate | 34.8% | 75.2%-40.5pp | 69.0%-34.2pp | 82.5%-47.7pp |
| Annual return | 18.06% | 105.01%-86.9pp | 71.32%-53.3pp | 345.43%-327.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $401 | $4,012-90.0% | $3,239-87.6% | $5,851-93.2% |
| Admin fee / account holder | $95 | $8,288-98.9% | $6,102-98.4% | $11,599-99.2% |