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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 | $22,195 | $59,456-62.7% | $93,669-76.3% | $74,429-70.2% |
| Participation rate | 21.7% | 59.6%-38.0pp | 68.7%-47.0pp | 67.2%-45.5pp |
| Annual return | 14.08% | 82.00%-67.9pp | 133.59%-119.5pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $711 | $3,052-76.7% | $4,416-83.9% | $4,348-83.6% |
| Admin fee / account holder | $224 | $3,026-92.6% | $8,291-97.3% | $1,944-88.5% |