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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 | $2,529 | $95,415-97.3% | $185,851-98.6% | $85,851-97.1% |
| Participation rate | 14.3% | 68.8%-54.5pp | 81.7%-67.4pp | 69.3%-55.0pp |
| Annual return | 35.43% | 23.59%+11.8pp | 122.11%-86.7pp | 318.63%-283.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $345 | $3,424-89.9% | $5,569-93.8% | $3,952-91.3% |
| Admin fee / account holder | $6 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |