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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 | $2,776 | $119,143-97.7% | $88,632-96.9% | $152,909-98.2% |
| Participation rate | 13.6% | 73.4%-59.8pp | 68.8%-55.1pp | 82.5%-68.8pp |
| Annual return | 21.24% | 48.12%-26.9pp | 43.75%-22.5pp | 345.46%-324.2pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $13 | $3,555-99.6% | $2,917-99.5% | $5,851-99.8% |
| Admin fee / account holder | $0 | $5,875-100.0% | $4,308-100.0% | $11,601-100.0% |