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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 | $3,933 | $96,388-95.9% | $80,627-95.1% | $139,466-97.2% |
| Participation rate | 4.2% | 73.6%-69.5pp | 67.0%-62.8pp | 80.3%-76.2pp |
| Annual return | 22.20% | 1352.08%-1329.9pp | 936.76%-914.6pp | 373.66%-351.5pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $235 | $5,224-95.5% | $4,443-94.7% | $6,712-96.5% |
| Admin fee / account holder | $83 | $6,603-98.7% | $5,381-98.5% | $11,409-99.3% |