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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 | $6,469 | $49,896-87.0% | $80,627-92.0% | $75,173-91.4% |
| Participation rate | 5.7% | 55.3%-49.6pp | 67.0%-61.3pp | 67.2%-61.5pp |
| Annual return | 18.50% | 34.67%-16.2pp | 936.76%-918.3pp | 160.72%-142.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $112 | $2,992-96.3% | $4,443-97.5% | $4,126-97.3% |
| Admin fee / account holder | $85 | $3,578-97.6% | $5,381-98.4% | $5,651-98.5% |