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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 | $12,432 | $118,680-89.5% | $98,910-87.4% | $158,931-92.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 14.09% | 372.35%-358.3pp | 196.44%-182.4pp | 302.86%-288.8pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $934 | $5,088-81.6% | $4,244-78.0% | $5,982-84.4% |
| Admin fee / account holder | $57 | $10,131-99.4% | $6,642-99.1% | $11,247-99.5% |