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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 | $831 | $85,171-99.0% | $172,753-99.5% | $72,976-98.9% |
| Participation rate | 62.1% | 70.1%-8.0pp | 82.6%-20.6pp | 69.5%-7.4pp |
| Annual return | 215.42% | 27.32%+188.1pp | 803.00%-587.6pp | 81.02%+134.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $636 | $3,260-80.5% | $5,198-87.8% | $3,608-82.4% |
| Admin fee / account holder | $156 | $5,880-97.4% | $13,956-98.9% | $5,124-97.0% |