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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 | $4,405 | $110,410-96.0% | $102,437-95.7% | $145,897-97.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 212.02% | 24.85%+187.2pp | 24.95%+187.1pp | 552.29%-340.3pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,384 | $5,622-75.4% | $5,060-72.6% | $6,689-79.3% |
| Admin fee / account holder | $37 | $9,745-99.6% | $8,388-99.6% | $13,390-99.7% |