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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 | $10,694 | $101,653-89.5% | $147,080-92.7% | $74,459-85.6% |
| Participation rate | 21.6% | 75.6%-53.9pp | 82.2%-60.5pp | 67.2%-45.6pp |
| Annual return | 18.18% | 8754.98%-8736.8pp | 420.17%-402.0pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,030 | $7,304-85.9% | $8,066-87.2% | $4,350-76.3% |
| Admin fee / account holder | $5 | $1,752-99.7% | $12,989-100.0% | $1,945-99.8% |