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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 | $14,565 | $58,292-75.0% | $86,640-83.2% | $71,511-79.6% |
| Participation rate | 7.0% | 65.0%-58.0pp | 71.7%-64.7pp | 67.9%-60.9pp |
| Annual return | 19.46% | 21.63%-2.2pp | 592.52%-573.1pp | 28.86%-9.4pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $81 | $3,438-97.6% | $4,438-98.2% | $4,291-98.1% |
| Admin fee / account holder | $73 | $1,057-93.1% | $5,616-98.7% | $1,588-95.4% |