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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 | $16,154 | $154,209-89.5% | $130,062-87.6% | $139,487-88.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 21.61% | 32.52%-10.9pp | -137.37%+159.0pp | 373.84%-352.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,820 | $6,709-72.9% | $5,821-68.7% | $6,713-72.9% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |