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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 | $7,998 | $124,175-93.6% | $108,405-92.6% | $167,536-95.2% |
| Participation rate | 37.5% | 82.3%-44.8pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 13.60% | 1380.13%-1366.5pp | 905.55%-891.9pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $598 | $6,908-91.3% | $6,563-90.9% | $6,342-90.6% |
| Admin fee / account holder | $31 | $9,457-99.7% | $7,297-99.6% | $12,315-99.8% |