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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 | $825 | $72,446-98.9% | $67,561-98.8% | $145,877-99.4% |
| Participation rate | 68.4% | 76.9%-8.4pp | 72.9%-4.5pp | 80.3%-11.9pp |
| Annual return | 11.57% | 7211.98%-7200.4pp | 3525.44%-3513.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $248 | $4,785-94.8% | $4,003-93.8% | $6,691-96.3% |
| Admin fee / account holder | $19 | $5,541-99.7% | $4,006-99.5% | $13,402-99.9% |