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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 | $1,298 | $57,330-97.7% | $86,656-98.5% | $75,177-98.3% |
| Participation rate | 55.3% | 63.2%-7.9pp | 71.7%-16.4pp | 67.2%-11.9pp |
| Annual return | 23.60% | 2675.40%-2651.8pp | 593.09%-569.5pp | 160.75%-137.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $228 | $3,320-93.1% | $4,439-94.9% | $4,126-94.5% |
| Admin fee / account holder | $9 | $4,115-99.8% | $5,619-99.8% | $5,651-99.8% |