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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 | $5,979 | $55,470-89.2% | $155,556-96.2% | $74,478-92.0% |
| Participation rate | 11.0% | 61.9%-50.9pp | 78.2%-67.3pp | 67.2%-56.3pp |
| Annual return | 12.20% | 269.80%-257.6pp | 64.84%-52.6pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $296 | $2,838-89.6% | $5,631-94.7% | $4,350-93.2% |
| Admin fee / account holder | $111 | $1,744-93.6% | $15,885-99.3% | $1,946-94.3% |