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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 | $6,968 | $127,296-94.5% | $109,907-93.7% | $167,536-95.8% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.2%-61.7pp | 82.1%-69.6pp |
| Annual return | 10.04% | 22.97%-12.9pp | 29.46%-19.4pp | 478.82%-468.8pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $633 | $4,513-86.0% | $4,047-84.4% | $6,342-90.0% |
| Admin fee / account holder | $1 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |