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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 | $1,685 | $96,388-98.3% | $80,627-97.9% | $139,466-98.8% |
| Participation rate | 41.7% | 73.6%-32.0pp | 67.0%-25.3pp | 80.3%-38.7pp |
| Annual return | 21.47% | 1352.08%-1330.6pp | 936.76%-915.3pp | 373.66%-352.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $586 | $5,224-88.8% | $4,443-86.8% | $6,712-91.3% |
| Admin fee / account holder | $19 | $6,603-99.7% | $5,381-99.7% | $11,409-99.8% |