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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 | $13,384 | $88,186-84.8% | $165,071-91.9% | $74,459-82.0% |
| Participation rate | 15.2% | 73.1%-57.9pp | 78.6%-63.4pp | 67.2%-52.0pp |
| Annual return | 101.16% | 17.13%+84.0pp | 70.17%+31.0pp | 1369.70%-1268.5pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $4,347-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $204 | $4,505-95.5% | $6,035-96.6% | $4,350-95.3% |
| Admin fee / account holder | $35 | $2,234-98.4% | $12,695-99.7% | $1,945-98.2% |