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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 | $9,161 | $47,135-80.6% | $149,717-93.9% | $74,440-87.7% |
| Participation rate | 3.1% | 63.4%-60.3pp | 78.8%-75.6pp | 70.7%-67.6pp |
| Annual return | 13.83% | 22.75%-8.9pp | 134.41%-120.6pp | 34.37%-20.5pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $35 | $2,728-98.7% | $5,682-99.4% | $4,529-99.2% |
| Admin fee / account holder | $127 | $343-62.8% | $13,213-99.0% | $348-63.4% |