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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 | $3,612 | $173,397-97.9% | $135,987-97.3% | $145,877-97.5% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.4%-11.7pp | 80.3%-15.6pp |
| Annual return | 13.34% | 1166.18%-1152.8pp | 580.01%-566.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,524 | $8,710-82.5% | $7,027-78.3% | $6,691-77.2% |
| Admin fee / account holder | $88 | $9,663-99.1% | $6,716-98.7% | $13,402-99.3% |