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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 | $7,744 | $109,872-93.0% | $98,483-92.1% | $167,536-95.4% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 15.78% | 1959.31%-1943.5pp | 1494.38%-1478.6pp | 478.82%-463.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $199 | $4,673-95.8% | $4,276-95.4% | $6,342-96.9% |
| Admin fee / account holder | $82 | $6,757-98.8% | $5,953-98.6% | $12,315-99.3% |