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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 | $17,208 | $102,385-83.2% | $147,080-88.3% | $80,935-78.7% |
| Participation rate | 20.9% | 75.9%-54.9pp | 82.2%-61.3pp | 67.7%-46.7pp |
| Annual return | 14.56% | 135.09%-120.5pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $994 | $6,651-85.1% | $8,066-87.7% | $4,299-76.9% |
| Admin fee / account holder | $64 | $7,951-99.2% | $12,989-99.5% | $6,924-99.1% |