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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 | $6,641 | $148,582-95.5% | $135,942-95.1% | $139,456-95.2% |
| Participation rate | 46.7% | 83.9%-37.2pp | 81.9%-35.2pp | 80.3%-33.7pp |
| Annual return | 63.17% | 79.26%-16.1pp | 68.28%-5.1pp | 373.45%-310.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,421 | $8,101-70.1% | $7,759-68.8% | $6,711-63.9% |
| Admin fee / account holder | $223 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |