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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 | $6,597 | $62,409-89.4% | $120,574-94.5% | $74,459-91.1% |
| Participation rate | 3.1% | 56.8%-53.6pp | 71.9%-68.8pp | 67.2%-64.1pp |
| Annual return | 16.29% | 18.62%-2.3pp | 107.42%-91.1pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $94 | $2,888-96.7% | $4,996-98.1% | $4,350-97.8% |
| Admin fee / account holder | $21 | $2,394-99.1% | $9,445-99.8% | $1,945-98.9% |