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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 | $5,266 | $96,388-94.5% | $80,627-93.5% | $139,466-96.2% |
| Participation rate | 22.7% | 73.6%-50.9pp | 67.0%-44.3pp | 80.3%-57.6pp |
| Annual return | 11.61% | 1352.08%-1340.5pp | 936.76%-925.1pp | 373.66%-362.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $329 | $5,224-93.7% | $4,443-92.6% | $6,712-95.1% |
| Admin fee / account holder | $20 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |