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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 | $5,615 | $77,416-92.7% | $69,464-91.9% | $152,897-96.3% |
| Participation rate | 20.0% | 78.1%-58.1pp | 74.6%-54.6pp | 82.5%-62.5pp |
| Annual return | 76.58% | 39.08%+37.5pp | 28.98%+47.6pp | 345.43%-268.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $837 | $4,413-81.0% | $3,536-76.3% | $5,851-85.7% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |