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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 | $72,396-94.8% | $67,511-94.5% | $145,959-97.4% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 10.53% | 7194.07%-7183.5pp | 3517.41%-3506.9pp | 561.95%-551.4pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $204 | $4,781-95.7% | $4,000-94.9% | $6,689-97.0% |
| Admin fee / account holder | $63 | $5,538-98.9% | $3,999-98.4% | $13,398-99.5% |