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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 | $7,524 | $45,043-83.3% | $63,005-88.1% | $70,124-89.3% |
| Participation rate | 15.6% | 69.5%-54.0pp | 74.8%-59.3pp | 69.5%-54.0pp |
| Annual return | 18.24% | 18.76%-0.5pp | 87.59%-69.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $269 | $2,466-89.1% | $3,329-91.9% | $3,332-91.9% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |