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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 | $20,628 | $79,181-73.9% | $102,423-79.9% | $74,429-72.3% |
| Participation rate | 5.9% | 74.8%-68.9pp | 76.5%-70.6pp | 67.2%-61.3pp |
| Annual return | 11.74% | 54.97%-43.2pp | 29.42%-17.7pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $342 | $4,416-92.3% | $5,054-93.2% | $4,348-92.1% |
| Admin fee / account holder | $24 | $2,002-98.8% | $9,455-99.7% | $1,944-98.8% |