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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 | $6,334 | $96,678-93.4% | $86,640-92.7% | $139,466-95.5% |
| Participation rate | 22.2% | 74.4%-52.2pp | 71.7%-49.5pp | 80.3%-58.1pp |
| Annual return | 19.75% | 106.69%-86.9pp | 592.52%-572.8pp | 373.66%-353.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $509 | $4,837-89.5% | $4,438-88.5% | $6,712-92.4% |
| Admin fee / account holder | $50 | $6,410-99.2% | $5,616-99.1% | $11,409-99.6% |