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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 | $14,777 | $65,566-77.5% | $86,235-82.9% | $75,177-80.3% |
| Participation rate | 22.2% | 60.5%-38.3pp | 69.0%-46.7pp | 67.2%-45.0pp |
| Annual return | 20.60% | 46.07%-25.5pp | 1170.03%-1149.4pp | 160.75%-140.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $617 | $3,023-79.6% | $3,987-84.5% | $4,126-85.1% |
| Admin fee / account holder | $97 | $5,470-98.2% | $6,856-98.6% | $5,651-98.3% |