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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 | $11,458 | $106,905-89.3% | $84,020-86.4% | $152,885-92.5% |
| Participation rate | 31.8% | 75.2%-43.4pp | 69.0%-37.2pp | 82.5%-50.6pp |
| Annual return | 26.20% | 105.00%-78.8pp | 71.31%-45.1pp | 345.39%-319.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $911 | $4,012-77.3% | $3,239-71.9% | $5,851-84.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |