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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 | $7,823 | $58,726-86.7% | $142,898-94.5% | $85,847-90.9% |
| Participation rate | 13.0% | 58.5%-45.4pp | 72.0%-58.9pp | 69.3%-56.3pp |
| Annual return | 19.38% | 27.73%-8.3pp | 5639.64%-5620.3pp | 318.61%-299.2pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $293 | $2,609-88.8% | $3,838-92.4% | $3,952-92.6% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |