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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 | $1,564 | $55,437-97.2% | $155,534-99.0% | $74,459-97.9% |
| Participation rate | 24.3% | 61.9%-37.6pp | 78.2%-53.9pp | 67.2%-43.0pp |
| Annual return | 14.47% | 269.58%-255.1pp | 64.92%-50.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $216 | $2,837-92.4% | $5,630-96.2% | $4,350-95.0% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |