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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 | $1,511 | $57,312-97.4% | $86,617-98.3% | $75,181-98.0% |
| Participation rate | 33.0% | 63.2%-30.2pp | 71.7%-38.7pp | 67.2%-34.2pp |
| Annual return | 23.57% | 2672.78%-2649.2pp | 591.91%-568.3pp | 160.69%-137.1pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $290 | $3,319-91.3% | $4,437-93.5% | $4,126-93.0% |
| Admin fee / account holder | $14 | $4,114-99.7% | $5,613-99.8% | $5,650-99.8% |