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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 | $9,986 | $84,236-88.1% | $170,435-94.1% | $70,126-85.8% |
| Participation rate | 2.5% | 70.8%-68.3pp | 83.6%-81.1pp | 69.5%-67.0pp |
| Annual return | 30.19% | 23.06%+7.1pp | 205.94%-175.7pp | 73.15%-43.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $188 | $3,086-93.9% | $4,939-96.2% | $3,332-94.4% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |