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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 | $8,207 | $60,454-86.4% | $81,844-90.0% | $74,459-89.0% |
| Participation rate | 13.7% | 63.0%-49.3pp | 72.4%-58.7pp | 67.2%-53.5pp |
| Annual return | 12.77% | 16.87%-4.1pp | 778.87%-766.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $236 | $3,398-93.0% | $4,323-94.5% | $4,350-94.6% |
| Admin fee / account holder | $222 | $1,490-85.1% | $7,355-97.0% | $1,945-88.6% |