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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 | $5,604 | $57,305-90.2% | $86,640-93.5% | $75,173-92.5% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 16.24% | 2674.24%-2658.0pp | 592.52%-576.3pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $659 | $3,320-80.2% | $4,438-85.2% | $4,126-84.0% |
| Admin fee / account holder | $3 | $4,116-99.9% | $5,616-100.0% | $5,651-100.0% |