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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 | $5,478 | $78,423-93.0% | $95,964-94.3% | $79,856-93.1% |
| Participation rate | 29.7% | 73.5%-43.8pp | 77.1%-47.4pp | 69.6%-39.9pp |
| Annual return | 39.37% | 19.37%+20.0pp | 91.64%-52.3pp | 31.71%+7.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $949 | $3,440-72.4% | $4,167-77.2% | $3,741-74.6% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |