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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 | $1,781 | $91,179-98.0% | $178,499-99.0% | $79,852-97.8% |
| Participation rate | 21.1% | 69.2%-48.1pp | 81.9%-60.8pp | 69.6%-48.5pp |
| Annual return | 449.02% | 24.19%+424.8pp | 151.10%+297.9pp | 31.72%+417.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $381 | $3,236-88.2% | $5,202-92.7% | $3,740-89.8% |
| Admin fee / account holder | $83 | $6,749-98.8% | $13,986-99.4% | $5,306-98.4% |