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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 | $6,452 | $104,544-93.8% | $76,657-91.6% | $152,897-95.8% |
| Participation rate | 65.2% | 76.6%-11.4pp | 72.1%-6.9pp | 82.5%-17.2pp |
| Annual return | 24.18% | 1014.36%-990.2pp | 1166.74%-1142.6pp | 345.43%-321.3pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $739 | $4,236-82.6% | $3,335-77.9% | $5,851-87.4% |
| Admin fee / account holder | $58 | $12,286-99.5% | $6,423-99.1% | $11,599-99.5% |