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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 | $8,527 | $102,393-91.7% | $147,041-94.2% | $80,911-89.5% |
| Participation rate | 10.2% | 75.9%-65.7pp | 82.2%-72.0pp | 67.6%-57.4pp |
| Annual return | 16.91% | 134.95%-118.0pp | 419.21%-402.3pp | 35.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $589 | $6,647-91.1% | $8,071-92.7% | $4,297-86.3% |
| Admin fee / account holder | $182 | $7,943-97.7% | $13,006-98.6% | $6,935-97.4% |