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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 | $52,450-78.6% | $129,397-91.3% | $74,429-84.9% |
| Participation rate | 8.9% | 53.8%-44.9pp | 69.6%-60.7pp | 67.2%-58.3pp |
| Annual return | 13.13% | 15.65%-2.5pp | 9453.98%-9440.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $347 | $2,797-87.6% | $4,167-91.7% | $4,348-92.0% |
| Admin fee / account holder | $43 | $2,636-98.4% | $7,679-99.4% | $1,944-97.8% |