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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 | $13,177 | $100,003-86.8% | $146,685-91.0% | $85,856-84.7% |
| Participation rate | 7.5% | 73.1%-65.6pp | 80.1%-72.6pp | 69.3%-61.8pp |
| Annual return | 12.64% | 18.93%-6.3pp | 22.75%-10.1pp | 318.58%-305.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $58 | $4,006-98.5% | $5,507-98.9% | $3,952-98.5% |
| Admin fee / account holder | $252 | $7,704-96.7% | $10,281-97.6% | $6,261-96.0% |