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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 | $4,362 | $55,437-92.1% | $155,534-97.2% | $74,459-94.1% |
| Participation rate | 5.7% | 61.9%-56.2pp | 78.2%-72.6pp | 67.2%-61.6pp |
| Annual return | 19.47% | 269.58%-250.1pp | 64.92%-45.4pp | 1369.70%-1350.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $125 | $2,837-95.6% | $5,630-97.8% | $4,350-97.1% |
| Admin fee / account holder | $30 | $1,742-98.3% | $15,900-99.8% | $1,945-98.5% |