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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 | $16,444 | $58,714-72.0% | $142,874-88.5% | $85,856-80.8% |
| Participation rate | 4.2% | 58.5%-54.3pp | 72.0%-67.8pp | 69.3%-65.2pp |
| Annual return | 18.42% | 27.73%-9.3pp | 5638.58%-5620.2pp | 318.58%-300.2pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $78 | $2,608-97.0% | $3,838-98.0% | $3,952-98.0% |
| Admin fee / account holder | $0 | $4,241-100.0% | $6,561-100.0% | $6,261-100.0% |