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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 | $19,371 | $102,422-81.1% | $147,117-86.8% | $80,959-76.1% |
| Participation rate | 13.5% | 75.9%-62.4pp | 82.2%-68.7pp | 67.7%-54.2pp |
| Annual return | 19.69% | 135.16%-115.5pp | 420.54%-400.9pp | 35.67%-16.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $894 | $6,652-86.6% | $8,065-88.9% | $4,300-79.2% |
| Admin fee / account holder | $70 | $7,953-99.1% | $12,993-99.5% | $6,925-99.0% |