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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 | $10,237 | $112,121-90.9% | $95,960-89.3% | $158,966-93.6% |
| Participation rate | 16.7% | 79.0%-62.3pp | 77.1%-60.4pp | 82.0%-65.3pp |
| Annual return | 452.29% | 171.16%+281.1pp | 91.63%+360.7pp | 302.95%+149.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,104 | $4,784-76.9% | $4,167-73.5% | $5,983-81.5% |
| Admin fee / account holder | $27 | $10,135-99.7% | $6,797-99.6% | $11,250-99.8% |