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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 | $10,161 | $89,259-88.6% | $107,187-90.5% | $82,637-87.7% |
| Participation rate | 5.9% | 67.9%-62.0pp | 75.0%-69.1pp | 68.1%-62.2pp |
| Annual return | 25.58% | 21.02%+4.6pp | 204.55%-179.0pp | 53.51%-27.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $175 | $4,037-95.7% | $5,096-96.6% | $4,126-95.8% |
| Admin fee / account holder | $34 | $7,381-99.5% | $9,162-99.6% | $7,339-99.5% |