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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 | $6,213 | $157,304-96.1% | $141,197-95.6% | $152,909-95.9% |
| Participation rate | 18.2% | 84.8%-66.6pp | 82.5%-64.3pp | 82.5%-64.3pp |
| Annual return | 27.32% | 64.34%-37.0pp | 71.41%-44.1pp | 345.46%-318.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $528 | $7,111-92.6% | $6,710-92.1% | $5,851-91.0% |
| Admin fee / account holder | $53 | $12,126-99.6% | $10,265-99.5% | $11,601-99.5% |