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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 | $4,564 | $55,446-91.8% | $155,574-97.1% | $74,429-93.9% |
| Participation rate | 47.5% | 61.9%-14.4pp | 78.2%-30.7pp | 67.2%-19.7pp |
| Annual return | 13.39% | 269.20%-255.8pp | 64.87%-51.5pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $254 | $2,836-91.0% | $5,629-95.5% | $4,348-94.2% |
| Admin fee / account holder | $2 | $1,743-99.9% | $15,914-100.0% | $1,944-99.9% |