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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 | $4,889 | $227,566-97.9% | $189,558-97.4% | $167,518-97.1% |
| Participation rate | 19.0% | 82.5%-63.5pp | 78.5%-59.4pp | 82.1%-63.1pp |
| Annual return | 96.65% | 78.43%+18.2pp | 64.19%+32.5pp | 478.71%-382.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $886 | $7,002-87.3% | $6,174-85.6% | $6,342-86.0% |
| Admin fee / account holder | $7 | $11,881-99.9% | $9,809-99.9% | $12,312-99.9% |