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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 | $7,757 | $77,157-89.9% | $108,405-92.8% | $85,851-91.0% |
| Participation rate | 25.8% | 74.7%-48.9pp | 80.1%-54.4pp | 69.3%-43.6pp |
| Annual return | 23.87% | 44.55%-20.7pp | 905.55%-881.7pp | 318.63%-294.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $850 | $5,567-84.7% | $6,563-87.0% | $3,952-78.5% |
| Admin fee / account holder | $31 | $5,174-99.4% | $7,297-99.6% | $6,261-99.5% |