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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 | $10,355 | $111,814-90.7% | $93,654-88.9% | $145,959-92.9% |
| Participation rate | 13.3% | 74.2%-60.9pp | 68.7%-55.4pp | 80.3%-67.0pp |
| Annual return | 14.95% | 203.30%-188.3pp | 133.34%-118.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $293 | $4,914-94.0% | $4,413-93.4% | $6,689-95.6% |
| Admin fee / account holder | $40 | $10,246-99.6% | $8,282-99.5% | $13,398-99.7% |