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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 | $3,841 | $57,305-93.3% | $86,640-95.6% | $75,173-94.9% |
| Participation rate | 16.7% | 63.2%-46.5pp | 71.7%-55.0pp | 67.2%-50.5pp |
| Annual return | 14.48% | 2674.24%-2659.8pp | 592.52%-578.0pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $432 | $3,320-87.0% | $4,438-90.3% | $4,126-89.5% |
| Admin fee / account holder | $13 | $4,116-99.7% | $5,616-99.8% | $5,651-99.8% |