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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 | $10,791 | $91,198-88.2% | $178,503-94.0% | $79,856-86.5% |
| Participation rate | 29.4% | 69.2%-39.8pp | 81.9%-52.5pp | 69.6%-40.2pp |
| Annual return | 10.53% | 24.20%-13.7pp | 151.12%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $488 | $3,237-84.9% | $5,202-90.6% | $3,741-87.0% |
| Admin fee / account holder | $94 | $6,748-98.6% | $13,987-99.3% | $5,306-98.2% |