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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 | $2,452 | $41,150-94.0% | $80,627-97.0% | $71,511-96.6% |
| Participation rate | 8.9% | 50.3%-41.3pp | 67.0%-58.1pp | 67.9%-59.0pp |
| Annual return | 104.29% | 38.48%+65.8pp | 936.76%-832.5pp | 28.86%+75.4pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $193 | $2,701-92.8% | $4,443-95.6% | $4,291-95.5% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,381-100.0% | $1,588-100.0% |