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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 | $18,755 | $102,385-81.7% | $147,080-87.2% | $80,935-76.8% |
| Participation rate | 42.9% | 75.9%-33.0pp | 82.2%-39.3pp | 67.7%-24.8pp |
| Annual return | 13.13% | 135.09%-122.0pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,452 | $6,651-78.2% | $8,066-82.0% | $4,299-66.2% |
| Admin fee / account holder | $69 | $7,951-99.1% | $12,989-99.5% | $6,924-99.0% |