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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 | $22,093 | $65,034-66.0% | $90,970-75.7% | $79,856-72.3% |
| Participation rate | 11.0% | 61.6%-50.7pp | 69.0%-58.1pp | 69.6%-58.7pp |
| Annual return | 82.79% | 30.45%+52.3pp | 134.60%-51.8pp | 31.71%+51.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $386 | $2,512-84.7% | $3,373-88.6% | $3,741-89.7% |
| Admin fee / account holder | $224 | $4,536-95.1% | $5,961-96.2% | $5,306-95.8% |