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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 | $3,543 | $100,938-96.5% | $90,461-96.1% | $158,982-97.8% |
| Participation rate | 21.1% | 75.0%-54.0pp | 72.7%-51.6pp | 82.0%-60.9pp |
| Annual return | 14.60% | 1727.20%-1712.6pp | 1294.76%-1280.2pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $231 | $4,350-94.7% | $3,964-94.2% | $5,983-96.1% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |