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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 | $5,102 | $89,364-94.3% | $141,177-96.4% | $72,983-93.0% |
| Participation rate | 38.1% | 75.1%-37.0pp | 82.5%-44.4pp | 69.5%-31.4pp |
| Annual return | 28.76% | 111.86%-83.1pp | 71.40%-42.6pp | 81.01%-52.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $935 | $5,419-82.7% | $6,710-86.1% | $3,608-74.1% |
| Admin fee / account holder | $247 | $5,959-95.9% | $10,263-97.6% | $5,124-95.2% |