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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 | $7,857 | $115,903-93.2% | $100,528-92.2% | $158,966-95.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 22.42% | 34.80%-12.4pp | 30.90%-8.5pp | 302.95%-280.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,903 | $6,677-71.5% | $6,271-69.7% | $5,983-68.2% |
| Admin fee / account holder | $26 | $11,000-99.8% | $8,084-99.7% | $11,250-99.8% |