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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 | $5,028 | $101,499-95.0% | $147,005-96.6% | $74,546-93.3% |
| Participation rate | 45.0% | 75.5%-30.6pp | 82.2%-37.2pp | 67.2%-22.3pp |
| Annual return | 20.74% | 8732.34%-8711.6pp | 418.76%-398.0pp | 1366.03%-1345.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,394 | $7,304-80.9% | $8,070-82.7% | $4,347-67.9% |
| Admin fee / account holder | $131 | $1,748-92.5% | $13,006-99.0% | $1,944-93.3% |