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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 | $4,635 | $149,040-96.9% | $120,225-96.1% | $137,256-96.6% |
| Participation rate | 11.8% | 75.4%-63.7pp | 69.6%-57.8pp | 80.0%-68.2pp |
| Annual return | 18.92% | 605.68%-586.8pp | 439.23%-420.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $21 | $4,350-99.5% | $3,475-99.4% | $4,156-99.5% |
| Participant deferral / active EE | $56 | $4,655-98.8% | $3,999-98.6% | $6,407-99.1% |
| Admin fee / account holder | $18 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |