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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 | $4,011 | $80,753-95.0% | $136,298-97.1% | $62,293-93.6% |
| Participation rate | 53.6% | 73.5%-19.9pp | 81.9%-28.3pp | 69.5%-15.9pp |
| Annual return | 55.92% | 35.83%+20.1pp | 5156.27%-5100.4pp | 28.90%+27.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,949 | $5,164-62.3% | $6,247-68.8% | $3,169-38.5% |
| Admin fee / account holder | $62 | $525-88.3% | $9,244-99.3% | $479-87.1% |