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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 | $8,893 | $95,383-90.7% | $185,837-95.2% | $85,856-89.6% |
| Participation rate | 18.5% | 68.8%-50.3pp | 81.7%-63.2pp | 69.3%-50.9pp |
| Annual return | 12.00% | 23.59%-11.6pp | 122.08%-110.1pp | 318.58%-306.6pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $257 | $3,423-92.5% | $5,568-95.4% | $3,952-93.5% |
| Admin fee / account holder | $192 | $7,213-97.3% | $16,241-98.8% | $6,261-96.9% |