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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 | $10,752 | $106,247-89.9% | $96,515-88.9% | $139,466-92.3% |
| Participation rate | 10.0% | 77.8%-67.8pp | 74.3%-64.3pp | 80.3%-70.3pp |
| Annual return | 22.26% | 38.47%-16.2pp | 35.73%-13.5pp | 373.66%-351.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $330 | $5,456-94.0% | $4,880-93.2% | $6,712-95.1% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |