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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 | $3,144 | $70,121-95.5% | $63,803-95.1% | $138,895-97.7% |
| Participation rate | 68.4% | 77.2%-8.8pp | 72.7%-4.3pp | 79.9%-11.5pp |
| Annual return | 25.37% | 946.48%-921.1pp | 543.72%-518.4pp | 145.39%-120.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $786 | $4,535-82.7% | $3,843-79.5% | $6,396-87.7% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |