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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 | $1,452 | $53,063-97.3% | $124,206-98.8% | $82,637-98.2% |
| Participation rate | 59.7% | 58.4%+1.3pp | 69.6%-9.9pp | 68.1%-8.4pp |
| Annual return | 27.12% | 68.87%-41.8pp | 515.27%-488.2pp | 53.51%-26.4pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $431 | $2,644-83.7% | $3,968-89.1% | $4,126-89.6% |
| Admin fee / account holder | $144 | $4,281-96.6% | $5,929-97.6% | $7,339-98.0% |