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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 | $10,198 | $59,448-82.8% | $93,696-89.1% | $74,459-86.3% |
| Participation rate | 9.6% | 59.6%-50.0pp | 68.7%-59.1pp | 67.2%-57.6pp |
| Annual return | 14.13% | 82.11%-68.0pp | 133.74%-119.6pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $250 | $3,052-91.8% | $4,417-94.3% | $4,350-94.2% |
| Admin fee / account holder | $118 | $3,027-96.1% | $8,287-98.6% | $1,945-93.9% |