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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 | $6,354 | $105,145-94.0% | $94,664-93.3% | $139,466-95.4% |
| Participation rate | 37.5% | 82.4%-44.9pp | 80.8%-43.3pp | 80.3%-42.8pp |
| Annual return | 29.93% | 38.09%-8.2pp | 156.84%-126.9pp | 373.66%-343.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,123 | $7,599-85.2% | $7,417-84.9% | $6,712-83.3% |
| Admin fee / account holder | $19 | $8,972-99.8% | $7,222-99.7% | $11,409-99.8% |