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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 | $4,900 | $109,863-95.5% | $98,477-95.0% | $167,518-97.1% |
| Participation rate | 56.3% | 75.8%-19.6pp | 73.3%-17.1pp | 82.1%-25.9pp |
| Annual return | 10.31% | 1958.09%-1947.8pp | 1493.59%-1483.3pp | 478.71%-468.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $481 | $4,673-89.7% | $4,276-88.8% | $6,342-92.4% |
| Admin fee / account holder | $42 | $6,755-99.4% | $5,951-99.3% | $12,312-99.7% |