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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 | $8,876 | $48,327-81.6% | $67,575-86.9% | $80,935-89.0% |
| Participation rate | 6.7% | 66.4%-59.7pp | 72.9%-66.2pp | 67.7%-61.0pp |
| Annual return | 18.39% | 18.31%+0.1pp | 3528.98%-3510.6pp | 35.66%-17.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $321 | $2,927-89.0% | $4,003-92.0% | $4,299-92.5% |
| Admin fee / account holder | $33 | $3,692-99.1% | $3,993-99.2% | $6,924-99.5% |