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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 | $22,632 | $85,766-73.6% | $136,298-83.4% | $70,126-67.7% |
| Participation rate | 9.6% | 74.2%-64.5pp | 81.9%-72.3pp | 69.5%-59.9pp |
| Annual return | 29.04% | 31.46%-2.4pp | 5156.27%-5127.2pp | 73.15%-44.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $604 | $5,051-88.0% | $6,247-90.3% | $3,332-81.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |