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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 | $16,749 | $62,409-73.2% | $120,524-86.1% | $74,429-77.5% |
| Participation rate | 26.2% | 56.8%-30.6pp | 71.9%-45.8pp | 67.2%-41.0pp |
| Annual return | 13.78% | 18.62%-4.8pp | 107.36%-93.6pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $664 | $1,847-64.1% | $3,469-80.9% | $2,625-74.7% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,994-100.0% | $4,348-100.0% |
| Admin fee / account holder | $110 | $2,394-95.4% | $9,440-98.8% | $1,944-94.3% |