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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 | $12,287 | $91,167-86.5% | $178,498-93.1% | $79,858-84.6% |
| Participation rate | 9.7% | 69.2%-59.5pp | 81.9%-72.3pp | 69.6%-60.0pp |
| Annual return | 22.34% | 24.19%-1.8pp | 151.09%-128.8pp | 31.72%-9.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $710 | $3,236-78.1% | $5,202-86.4% | $3,740-81.0% |
| Admin fee / account holder | $0 | $6,747-100.0% | $13,985-100.0% | $5,306-100.0% |