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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 | $10,154 | $84,236-87.9% | $170,435-94.0% | $70,126-85.5% |
| Participation rate | 31.8% | 70.8%-39.1pp | 83.6%-51.8pp | 69.5%-37.8pp |
| Annual return | 14.51% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $362 | $3,086-88.3% | $4,939-92.7% | $3,332-89.1% |
| Admin fee / account holder | $155 | $5,698-97.3% | $13,881-98.9% | $4,645-96.7% |