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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 | $6,371 | $169,336-96.2% | $129,384-95.1% | $145,884-95.6% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.6%-53.0pp | 80.3%-63.6pp |
| Annual return | 36.97% | 14408.70%-14371.7pp | 9461.77%-9424.8pp | 551.85%-514.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $272 | $4,985-94.5% | $4,166-93.5% | $6,690-95.9% |
| Admin fee / account holder | $22 | $9,912-99.8% | $7,686-99.7% | $13,392-99.8% |