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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 | $2,767 | $41,151-93.3% | $80,648-96.6% | $71,529-96.1% |
| Participation rate | 8.9% | 50.2%-41.4pp | 67.0%-58.1pp | 67.9%-59.0pp |
| Annual return | 49.56% | 38.49%+11.1pp | 937.21%-887.7pp | 28.97%+20.6pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $195 | $2,700-92.8% | $4,443-95.6% | $4,291-95.5% |
| Admin fee / account holder | $77 | $1,842-95.8% | $5,382-98.6% | $1,588-95.1% |