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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 | $11,300 | $98,776-88.6% | $149,745-92.5% | $79,856-85.8% |
| Participation rate | 9.1% | 75.8%-66.7pp | 82.5%-73.4pp | 69.6%-60.5pp |
| Annual return | 34.86% | 27.38%+7.5pp | 276.72%-241.9pp | 31.71%+3.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $631 | $5,681-88.9% | $6,843-90.8% | $3,741-83.1% |
| Admin fee / account holder | $27 | $6,053-99.6% | $9,312-99.7% | $5,306-99.5% |