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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 | $73,532-87.9% | $178,505-95.0% | $74,478-88.0% |
| Participation rate | 13.5% | 66.6%-53.1pp | 77.1%-63.7pp | 67.2%-53.8pp |
| Annual return | 12.77% | 17.49%-4.7pp | 27.16%-14.4pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $520 | $4,519-88.5% | $6,280-91.7% | $4,350-88.0% |
| Admin fee / account holder | $265 | $1,813-85.4% | $10,428-97.5% | $1,946-86.4% |