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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 | $5,958 | $127,298-95.3% | $109,916-94.6% | $167,553-96.4% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.2%-40.9pp | 82.1%-48.8pp |
| Annual return | 22.02% | 22.97%-0.9pp | 29.46%-7.4pp | 478.89%-456.9pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $696 | $4,513-84.6% | $4,047-82.8% | $6,343-89.0% |
| Admin fee / account holder | $21 | $7,119-99.7% | $6,069-99.7% | $12,316-99.8% |