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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 | $9,804 | $104,937-90.7% | $84,628-88.4% | $152,897-93.6% |
| Participation rate | 18.2% | 74.8%-56.6pp | 68.2%-50.1pp | 82.5%-64.3pp |
| Annual return | 19.14% | 373.88%-354.7pp | 258.80%-239.7pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $622 | $4,690-86.7% | $3,900-84.0% | $5,851-89.4% |
| Admin fee / account holder | $55 | $6,243-99.1% | $4,914-98.9% | $11,599-99.5% |