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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 | $12,693 | $58,726-78.4% | $92,240-86.2% | $62,293-79.6% |
| Participation rate | 15.2% | 68.3%-53.2pp | 76.5%-61.3pp | 69.5%-54.3pp |
| Annual return | 23.74% | 43.62%-19.9pp | 176.29%-152.5pp | 28.90%-5.2pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $687 | $2,766-75.2% | $3,897-82.4% | $3,169-78.3% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |