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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 | $169,361-96.2% | $129,397-95.1% | $145,877-95.6% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.6%-53.0pp | 80.3%-63.6pp |
| Annual return | 36.97% | 14395.54%-14358.6pp | 9453.98%-9417.0pp | 551.28%-514.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $272 | $4,987-94.5% | $4,167-93.5% | $6,691-95.9% |
| Admin fee / account holder | $22 | $9,903-99.8% | $7,679-99.7% | $13,402-99.8% |