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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 | $15,143 | $64,705-76.6% | $62,929-75.9% | $67,986-77.7% |
| Participation rate | 15.7% | 65.6%-49.9pp | 73.1%-57.4pp | 57.2%-41.5pp |
| Annual return | 19.27% | 20.31%-1.0pp | 1063.93%-1044.7pp | 31.67%-12.4pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $418 | $3,198-86.9% | $3,888-89.3% | $3,358-87.6% |
| Admin fee / account holder | $241 | $1,428-83.1% | $5,065-95.2% | $3,203-92.5% |