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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 | $8,766 | $72,027-87.8% | $185,861-95.3% | $79,856-89.0% |
| Participation rate | 7.1% | 65.8%-58.6pp | 78.0%-70.9pp | 69.6%-62.5pp |
| Annual return | 1002.09% | 23.13%+979.0pp | 35.96%+966.1pp | 31.71%+970.4pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $513 | $3,780-86.4% | $5,634-90.9% | $3,741-86.3% |
| Admin fee / account holder | $1 | $4,513-100.0% | $9,503-100.0% | $5,306-100.0% |