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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 | $9,231 | $102,422-91.0% | $147,117-93.7% | $80,959-88.6% |
| Participation rate | 11.1% | 75.9%-64.8pp | 82.2%-71.1pp | 67.7%-56.6pp |
| Annual return | 20.86% | 135.16%-114.3pp | 420.54%-399.7pp | 35.67%-14.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $613 | $6,652-90.8% | $8,065-92.4% | $4,300-85.7% |
| Admin fee / account holder | $27 | $7,953-99.7% | $12,993-99.8% | $6,925-99.6% |