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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 | $1,601 | $169,361-99.1% | $129,397-98.8% | $145,877-98.9% |
| Participation rate | 56.3% | 76.5%-20.2pp | 69.6%-13.4pp | 80.3%-24.1pp |
| Annual return | 11.27% | 14395.54%-14384.3pp | 9453.98%-9442.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $332 | $4,987-93.4% | $4,167-92.0% | $6,691-95.0% |
| Admin fee / account holder | $233 | $9,903-97.6% | $7,679-97.0% | $13,402-98.3% |