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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 | $45,126-95.1% | $85,187-97.4% | $74,459-97.1% |
| Participation rate | 30.9% | 49.4%-18.4pp | 67.5%-36.6pp | 67.2%-36.3pp |
| Annual return | 100.27% | 26.30%+74.0pp | 66.67%+33.6pp | 1369.70%-1269.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $368 | $2,738-86.6% | $4,525-91.9% | $4,350-91.5% |
| Admin fee / account holder | $68 | $2,212-96.9% | $6,162-98.9% | $1,945-96.5% |