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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 | $16,387 | $102,422-84.0% | $147,117-88.9% | $80,959-79.8% |
| Participation rate | 36.0% | 75.9%-39.9pp | 82.2%-46.2pp | 67.7%-31.7pp |
| Annual return | 16.18% | 135.16%-119.0pp | 420.54%-404.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,311 | $6,652-80.3% | $8,065-83.7% | $4,300-69.5% |
| Admin fee / account holder | $187 | $7,953-97.6% | $12,993-98.6% | $6,925-97.3% |