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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 | $20,062 | $101,653-80.3% | $147,080-86.4% | $74,459-73.1% |
| Participation rate | 8.9% | 75.6%-66.7pp | 82.2%-73.3pp | 67.2%-58.3pp |
| Annual return | 17.55% | 8754.98%-8737.4pp | 420.17%-402.6pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $643 | $7,304-91.2% | $8,066-92.0% | $4,350-85.2% |
| Admin fee / account holder | $19 | $1,752-98.9% | $12,989-99.9% | $1,945-99.0% |