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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 | $11,589 | $93,346-87.6% | $71,796-83.9% | $273,972-95.8% |
| Participation rate | 10.0% | 76.5%-66.5pp | 69.1%-59.1pp | 83.0%-73.0pp |
| Annual return | 10.37% | 130.39%-120.0pp | 78.04%-67.7pp | 41.46%-31.1pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $280 | $3,475-91.9% | $2,794-90.0% | $5,287-94.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |