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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 | $3,132 | $81,840-96.2% | $63,412-95.1% | $125,393-97.5% |
| Participation rate | 33.3% | 73.0%-39.7pp | 67.1%-33.8pp | 83.2%-49.9pp |
| Annual return | 96.55% | -0.10%+96.7pp | 4.04%+92.5pp | 282.23%-185.7pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $440 | $3,064-85.6% | $2,496-82.4% | $5,351-91.8% |
| Admin fee / account holder | $68 | $4,951-98.6% | $3,753-98.2% | $9,541-99.3% |