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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 | $2,406 | $88,778-97.3% | $81,844-97.1% | $145,884-98.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.16% | 1033.03%-1016.9pp | 778.87%-762.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $602 | $4,648-87.1% | $4,323-86.1% | $6,690-91.0% |
| Admin fee / account holder | $144 | $8,430-98.3% | $7,355-98.0% | $13,392-98.9% |