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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 | $9,630 | $69,771-86.2% | $67,524-85.7% | $74,400-87.1% |
| Participation rate | 15.3% | 71.4%-56.1pp | 72.9%-57.6pp | 67.2%-52.0pp |
| Annual return | 48.10% | -40.49%+88.6pp | 3519.41%-3471.3pp | 1367.51%-1319.4pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $884 | $3,638-75.7% | $4,001-77.9% | $4,348-79.7% |
| Admin fee / account holder | $43 | $889-95.1% | $4,001-98.9% | $1,944-97.8% |