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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 | $16,172 | $102,385-84.2% | $147,080-89.0% | $80,935-80.0% |
| Participation rate | 13.3% | 75.9%-62.5pp | 82.2%-68.8pp | 67.7%-54.3pp |
| Annual return | 16.48% | 135.09%-118.6pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,300 | $6,651-80.5% | $8,066-83.9% | $4,299-69.8% |
| Admin fee / account holder | $60 | $7,951-99.2% | $12,989-99.5% | $6,924-99.1% |