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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 | $11,242 | $52,507-78.6% | $129,406-91.3% | $74,478-84.9% |
| Participation rate | 8.9% | 53.9%-45.0pp | 69.6%-60.7pp | 67.2%-58.3pp |
| Annual return | 13.13% | 15.64%-2.5pp | 9468.18%-9455.0pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $347 | $2,801-87.6% | $4,167-91.7% | $4,350-92.0% |
| Admin fee / account holder | $43 | $2,639-98.4% | $7,689-99.4% | $1,946-97.8% |