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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 | $6,892 | $51,606-86.6% | $129,339-94.7% | $80,911-91.5% |
| Participation rate | 25.0% | 57.0%-32.0pp | 69.6%-44.6pp | 67.6%-42.6pp |
| Annual return | 14.91% | 20.76%-5.9pp | 9437.05%-9422.1pp | 35.63%-20.7pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $507 | $2,669-81.0% | $4,170-87.8% | $4,297-88.2% |
| Admin fee / account holder | $25 | $4,310-99.4% | $7,668-99.7% | $6,935-99.6% |