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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 | $5,359 | $118,708-95.5% | $98,920-94.6% | $158,966-96.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 26.78% | 372.49%-345.7pp | 196.47%-169.7pp | 302.95%-276.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,006 | $5,089-80.2% | $4,245-76.3% | $5,983-83.2% |
| Admin fee / account holder | $73 | $10,134-99.3% | $6,643-98.9% | $11,250-99.4% |