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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 | $10,759 | $100,901-89.3% | $75,501-85.7% | $147,586-92.7% |
| Participation rate | 0.0% | 77.1%-77.1pp | 72.4%-72.4pp | 82.8%-82.8pp |
| Annual return | 23.72% | 35.78%-12.1pp | 27.35%-3.6pp | 578.59%-554.9pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $89 | $4,027-97.8% | $3,142-97.2% | $5,439-98.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |