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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 | $8,914 | $48,327-81.6% | $67,575-86.8% | $80,935-89.0% |
| Participation rate | 14.1% | 66.4%-52.3pp | 72.9%-58.8pp | 67.7%-53.6pp |
| Annual return | 16.83% | 18.31%-1.5pp | 3528.98%-3512.2pp | 35.66%-18.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $538 | $2,927-81.6% | $4,003-86.6% | $4,299-87.5% |
| Admin fee / account holder | $299 | $3,692-91.9% | $3,993-92.5% | $6,924-95.7% |