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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 | $27,141 | $94,031-71.1% | $115,768-76.6% | $82,448-67.1% |
| Participation rate | 6.0% | 70.4%-64.4pp | 74.4%-68.4pp | 68.1%-62.1pp |
| Annual return | 20.51% | 20.61%-0.1pp | 100.46%-80.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $397 | $3,972-90.0% | $4,917-91.9% | $4,139-90.4% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |