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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 | $8,913 | $73,459-87.9% | $178,528-95.0% | $74,429-88.0% |
| Participation rate | 13.5% | 66.5%-53.1pp | 77.1%-63.6pp | 67.2%-53.8pp |
| Annual return | 12.77% | 17.50%-4.7pp | 27.11%-14.3pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $520 | $4,515-88.5% | $6,278-91.7% | $4,348-88.0% |
| Admin fee / account holder | $265 | $1,812-85.4% | $10,419-97.5% | $1,944-86.4% |