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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 | $14,191 | $70,587-79.9% | $124,693-88.6% | $85,847-83.5% |
| Participation rate | 15.4% | 64.4%-49.0pp | 74.6%-59.2pp | 69.3%-53.9pp |
| Annual return | 20.32% | 20688.83%-20668.5pp | 5144.19%-5123.9pp | 318.61%-298.3pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,081 | $2,969-63.6% | $4,615-76.6% | $3,952-72.7% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,494-100.0% | $6,261-100.0% |