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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 | $9,895 | $115,814-91.5% | $101,275-90.2% | $158,982-93.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 31.28% | 56.16%-24.9pp | 46.48%-15.2pp | 302.99%-271.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $796 | $4,958-83.9% | $4,371-81.8% | $5,983-86.7% |
| Admin fee / account holder | $11 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |