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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 | $14,433 | $102,385-85.9% | $147,080-90.2% | $80,935-82.2% |
| Participation rate | 26.9% | 75.9%-49.0pp | 82.2%-55.3pp | 67.7%-40.8pp |
| Annual return | 17.25% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,060 | $6,651-84.1% | $8,066-86.9% | $4,299-75.4% |
| Admin fee / account holder | $233 | $7,951-97.1% | $12,989-98.2% | $6,924-96.6% |