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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 | $1,613 | $100,060-98.4% | $149,721-98.9% | $70,126-97.7% |
| Participation rate | 54.5% | 83.6%-29.0pp | 87.1%-32.5pp | 69.5%-15.0pp |
| Annual return | 19.96% | 27.46%-7.5pp | 1501.67%-1481.7pp | 73.15%-53.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $954 | $4,982-80.9% | $6,568-85.5% | $3,332-71.4% |
| Admin fee / account holder | $71 | $8,285-99.1% | $11,282-99.4% | $4,645-98.5% |