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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 | $72,465-98.9% | $67,575-98.8% | $145,884-99.4% |
| Participation rate | 68.4% | 76.9%-8.5pp | 72.9%-4.5pp | 80.3%-11.9pp |
| Annual return | 11.57% | 7222.56%-7211.0pp | 3528.98%-3517.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $248 | $4,786-94.8% | $4,003-93.8% | $6,690-96.3% |
| Admin fee / account holder | $19 | $5,515-99.7% | $3,993-99.5% | $13,392-99.9% |