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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 | $2,123 | $88,702-97.6% | $81,780-97.4% | $145,978-98.5% |
| Participation rate | 36.8% | 75.0%-38.2pp | 72.4%-35.5pp | 80.3%-43.5pp |
| Annual return | 13.65% | 1029.12%-1015.5pp | 776.27%-762.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $331 | $4,645-92.9% | $4,321-92.3% | $6,690-95.1% |
| Admin fee / account holder | $7 | $8,414-99.9% | $7,384-99.9% | $13,400-99.9% |