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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 | $48,284-81.5% | $67,524-86.8% | $80,911-89.0% |
| Participation rate | 14.1% | 66.4%-52.3pp | 72.9%-58.8pp | 67.6%-53.5pp |
| Annual return | 16.83% | 18.27%-1.4pp | 3519.41%-3502.6pp | 35.63%-18.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $538 | $2,927-81.6% | $4,001-86.6% | $4,297-87.5% |
| Admin fee / account holder | $299 | $3,688-91.9% | $4,001-92.5% | $6,935-95.7% |