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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 | $9,808 | $102,422-90.4% | $147,117-93.3% | $80,959-87.9% |
| Participation rate | 29.7% | 75.9%-46.1pp | 82.2%-52.5pp | 67.7%-37.9pp |
| Annual return | 16.81% | 135.16%-118.3pp | 420.54%-403.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,250 | $6,652-81.2% | $8,065-84.5% | $4,300-70.9% |
| Admin fee / account holder | $36 | $7,953-99.5% | $12,993-99.7% | $6,925-99.5% |