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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 | $11,857 | $168,636-93.0% | $147,618-92.0% | $125,388-90.5% |
| Participation rate | 43.8% | 88.8%-45.0pp | 84.6%-40.9pp | 83.2%-39.4pp |
| Annual return | 0.04% | 77.65%-77.6pp | 61.98%-61.9pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $631 | $5,507-88.5% | $4,895-87.1% | $5,352-88.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |