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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 | $14,053 | $98,760-85.8% | $149,715-90.6% | $79,858-82.4% |
| Participation rate | 7.5% | 75.8%-68.3pp | 82.5%-75.0pp | 69.6%-62.1pp |
| Annual return | 22.95% | 27.43%-4.5pp | 276.66%-253.7pp | 31.72%-8.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $343 | $5,681-94.0% | $6,842-95.0% | $3,740-90.8% |
| Admin fee / account holder | $24 | $6,053-99.6% | $9,310-99.7% | $5,306-99.5% |