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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 | $11,716 | $108,897-89.2% | $100,378-88.3% | $145,877-92.0% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.28% | 58.17%-45.9pp | 49.41%-37.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $396 | $8,455-95.3% | $8,087-95.1% | $6,691-94.1% |
| Admin fee / account holder | $50 | $9,690-99.5% | $7,899-99.4% | $13,402-99.6% |