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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 | $7,686 | $85,766-91.0% | $136,297-94.4% | $70,124-89.0% |
| Participation rate | 44.8% | 74.2%-29.3pp | 81.9%-37.1pp | 69.5%-24.7pp |
| Annual return | 15.87% | 31.45%-15.6pp | 5156.19%-5140.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $615 | $5,051-87.8% | $6,247-90.2% | $3,332-81.6% |
| Admin fee / account holder | $284 | $5,420-94.8% | $9,244-96.9% | $4,645-93.9% |