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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 | $2,689 | $51,642-94.8% | $129,384-97.9% | $80,935-96.7% |
| Participation rate | 40.0% | 56.9%-16.9pp | 69.6%-29.6pp | 67.7%-27.7pp |
| Annual return | 13.51% | 20.78%-7.3pp | 9461.77%-9448.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $431 | $2,670-83.9% | $4,166-89.7% | $4,299-90.0% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |