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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 | $2,471 | $63,346-96.1% | $92,240-97.3% | $70,126-96.5% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 42.98% | 530.19%-487.2pp | 176.29%-133.3pp | 73.15%-30.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $959 | $2,854-66.4% | $3,897-75.4% | $3,332-71.2% |
| Admin fee / account holder | $27 | $3,841-99.3% | $5,194-99.5% | $4,645-99.4% |