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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 | $96,361-95.9% | $80,607-95.1% | $139,456-97.2% |
| Participation rate | 4.2% | 73.6%-69.5pp | 67.0%-62.8pp | 80.3%-76.2pp |
| Annual return | 22.20% | 1350.95%-1328.8pp | 936.11%-913.9pp | 373.45%-351.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $235 | $5,232-95.5% | $4,448-94.7% | $6,711-96.5% |
| Admin fee / account holder | $83 | $6,601-98.7% | $5,379-98.5% | $11,407-99.3% |