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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 | $6,951 | $56,484-87.7% | $169,452-95.9% | $64,173-89.2% |
| Participation rate | 16.7% | 64.5%-47.9pp | 77.8%-61.1pp | 69.6%-52.9pp |
| Annual return | 139.45% | -1.55%+141.0pp | 1.83%+137.6pp | 7.63%+131.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $537 | $3,448-84.4% | $5,277-89.8% | $3,470-84.5% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |