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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 | $6,333 | $73,518-91.4% | $63,003-89.9% | $147,585-95.7% |
| Participation rate | 23.1% | 77.9%-54.8pp | 74.8%-51.7pp | 82.8%-59.8pp |
| Annual return | 17.71% | 175.46%-157.7pp | 87.59%-69.9pp | 578.57%-560.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $185 | $4,183-95.6% | $3,329-94.4% | $5,439-96.6% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |