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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 | $3,155 | $60,119-94.8% | $90,430-96.5% | $79,858-96.0% |
| Participation rate | 15.8% | 65.0%-49.2pp | 72.7%-56.9pp | 69.6%-53.8pp |
| Annual return | 33.68% | 71.94%-38.3pp | 1293.73%-1260.1pp | 31.72%+2.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $360 | $2,938-87.7% | $3,963-90.9% | $3,740-90.4% |
| Admin fee / account holder | $15 | $3,976-99.6% | $5,613-99.7% | $5,306-99.7% |