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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 | $13,080 | $101,778-87.1% | $164,975-92.1% | $80,925-83.8% |
| Participation rate | 0.0% | 71.8%-71.8pp | 78.6%-78.6pp | 67.7%-67.7pp |
| Annual return | 17.65% | 16.73%+0.9pp | 70.12%-52.5pp | 35.65%-18.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $122 | $4,477-97.3% | $6,033-98.0% | $4,299-97.2% |
| Admin fee / account holder | $45 | $8,221-99.5% | $12,688-99.6% | $6,940-99.4% |