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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 | $9,045 | $69,708-87.0% | $67,560-86.6% | $74,478-87.9% |
| Participation rate | 7.0% | 71.4%-64.4pp | 72.9%-65.9pp | 67.2%-60.2pp |
| Annual return | 14.09% | -40.67%+54.8pp | 3533.50%-3519.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $124 | $3,637-96.6% | $4,004-96.9% | $4,350-97.2% |
| Admin fee / account holder | $36 | $887-95.9% | $3,994-99.1% | $1,946-98.1% |