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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 | $14,547 | $53,165-72.6% | $86,216-83.1% | $74,460-80.5% |
| Participation rate | 10.1% | 64.9%-54.7pp | 69.0%-58.8pp | 70.7%-60.6pp |
| Annual return | 21.33% | 22.64%-1.3pp | 1169.42%-1148.1pp | 34.38%-13.0pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,382-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $631 | $3,234-80.5% | $3,986-84.2% | $4,530-86.1% |
| Admin fee / account holder | $198 | $551-64.1% | $6,853-97.1% | $348-43.1% |