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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 | $2,189 | $45,123-95.1% | $85,240-97.4% | $74,478-97.1% |
| Participation rate | 30.9% | 49.4%-18.4pp | 67.5%-36.6pp | 67.2%-36.3pp |
| Annual return | 100.27% | 26.32%+74.0pp | 66.75%+33.5pp | 1370.56%-1270.3pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $368 | $2,736-86.6% | $4,527-91.9% | $4,350-91.6% |
| Admin fee / account holder | $68 | $2,215-96.9% | $6,165-98.9% | $1,946-96.5% |