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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 | $8,547 | $78,690-89.1% | $161,489-94.7% | $87,485-90.2% |
| Participation rate | 17.1% | 67.5%-50.3pp | 78.7%-61.6pp | 68.9%-51.8pp |
| Annual return | 18.38% | 32.74%-14.4pp | 89.72%-71.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $486 | $3,311-85.3% | $5,630-91.4% | $4,274-88.6% |
| Admin fee / account holder | $134 | $6,724-98.0% | $16,006-99.2% | $7,775-98.3% |