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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 | $9,641 | $100,060-90.4% | $149,721-93.6% | $70,126-86.3% |
| Participation rate | 18.8% | 83.6%-64.8pp | 87.1%-68.3pp | 69.5%-50.8pp |
| Annual return | 16.01% | 27.46%-11.5pp | 1501.67%-1485.7pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $339 | $4,982-93.2% | $6,568-94.8% | $3,332-89.8% |
| Admin fee / account holder | $34 | $8,285-99.6% | $11,282-99.7% | $4,645-99.3% |