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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 | $3,729 | $72,403-94.8% | $67,524-94.5% | $145,978-97.4% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 10.53% | 7197.23%-7186.7pp | 3519.41%-3508.9pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $204 | $4,782-95.7% | $4,001-94.9% | $6,690-97.0% |
| Admin fee / account holder | $63 | $5,541-98.9% | $4,001-98.4% | $13,400-99.5% |