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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 | $101,539-89.5% | $147,041-92.7% | $74,400-85.6% |
| Participation rate | 21.6% | 75.5%-53.9pp | 82.2%-60.5pp | 67.2%-45.6pp |
| Annual return | 18.18% | 8740.84%-8722.7pp | 419.21%-401.0pp | 1367.51%-1349.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,030 | $7,304-85.9% | $8,071-87.2% | $4,348-76.3% |
| Admin fee / account holder | $5 | $1,749-99.7% | $13,006-100.0% | $1,944-99.8% |