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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 | $8,421 | $65,566-87.2% | $86,235-90.2% | $75,177-88.8% |
| Participation rate | 8.8% | 60.5%-51.7pp | 69.0%-60.1pp | 67.2%-58.4pp |
| Annual return | 17.29% | 46.07%-28.8pp | 1170.03%-1152.7pp | 160.75%-143.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $298 | $3,023-90.1% | $3,987-92.5% | $4,126-92.8% |
| Admin fee / account holder | $29 | $5,470-99.5% | $6,856-99.6% | $5,651-99.5% |