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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 | $915 | $56,431-98.4% | $130,788-99.3% | $87,485-99.0% |
| Participation rate | 61.7% | 58.9%+2.8pp | 70.1%-8.4pp | 68.9%-7.2pp |
| Annual return | 77.40% | 91.27%-13.9pp | 386.44%-309.0pp | 26.06%+51.3pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $533 | $2,749-80.6% | $4,137-87.1% | $4,274-87.5% |
| Admin fee / account holder | $13 | $4,433-99.7% | $6,673-99.8% | $7,775-99.8% |