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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 | $4,880 | $51,642-90.6% | $129,384-96.2% | $80,935-94.0% |
| Participation rate | 11.9% | 56.9%-45.0pp | 69.6%-57.7pp | 67.7%-55.8pp |
| Annual return | 15.24% | 20.78%-5.5pp | 9461.77%-9446.5pp | 35.66%-20.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $262 | $2,670-90.2% | $4,166-93.7% | $4,299-93.9% |
| Admin fee / account holder | $12 | $4,312-99.7% | $7,686-99.8% | $6,924-99.8% |