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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 | $4,453 | $117,444-96.2% | $99,479-95.5% | $152,909-97.1% |
| Participation rate | 10.0% | 77.5%-67.5pp | 73.8%-63.8pp | 82.5%-72.5pp |
| Annual return | 20.40% | 31.87%-11.5pp | 30.72%-10.3pp | 345.46%-325.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $384 | $4,086-90.6% | $3,619-89.4% | $5,851-93.4% |
| Admin fee / account holder | $1 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |