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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 | $3,407 | $118,488-97.1% | $98,462-96.5% | $139,487-97.6% |
| Participation rate | 23.5% | 77.5%-53.9pp | 75.2%-51.6pp | 80.3%-56.8pp |
| Annual return | 153.78% | 18.96%+134.8pp | 21.17%+132.6pp | 373.84%-220.1pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $685 | $5,393-87.3% | $4,738-85.5% | $6,713-89.8% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |