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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 | $11,271 | $85,171-86.8% | $172,752-93.5% | $72,975-84.6% |
| Participation rate | 24.1% | 70.1%-45.9pp | 82.6%-58.5pp | 69.5%-45.4pp |
| Annual return | 21.80% | 27.32%-5.5pp | 802.97%-781.2pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $679 | $3,260-79.2% | $5,198-86.9% | $3,608-81.2% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |