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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 | $13,455 | $89,259-84.9% | $107,187-87.4% | $82,637-83.7% |
| Participation rate | 3.3% | 67.9%-64.6pp | 75.0%-71.7pp | 68.1%-64.7pp |
| Annual return | 13.80% | 21.02%-7.2pp | 204.55%-190.7pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $132 | $4,037-96.7% | $5,096-97.4% | $4,126-96.8% |
| Admin fee / account holder | $186 | $7,381-97.5% | $9,162-98.0% | $7,339-97.5% |