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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 | $14,764 | $98,760-85.1% | $149,715-90.1% | $79,858-81.5% |
| Participation rate | 15.9% | 75.8%-59.9pp | 82.5%-66.6pp | 69.6%-53.7pp |
| Annual return | 45.27% | 27.43%+17.8pp | 276.66%-231.4pp | 31.72%+13.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,454 | $5,681-74.4% | $6,842-78.7% | $3,740-61.1% |
| Admin fee / account holder | $40 | $6,053-99.3% | $9,310-99.6% | $5,306-99.3% |