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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 | $9,487 | $85,766-88.9% | $136,298-93.0% | $70,126-86.5% |
| Participation rate | 16.7% | 74.2%-57.5pp | 81.9%-65.3pp | 69.5%-52.9pp |
| Annual return | 22.67% | 31.46%-8.8pp | 5156.27%-5133.6pp | 73.15%-50.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $207 | $5,051-95.9% | $6,247-96.7% | $3,332-93.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |