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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 | $5,872 | $60,128-90.2% | $90,440-93.5% | $79,852-92.6% |
| Participation rate | 44.4% | 65.0%-20.5pp | 72.7%-28.2pp | 69.6%-25.2pp |
| Annual return | 18.03% | 71.95%-53.9pp | 1294.38%-1276.3pp | 31.72%-13.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $518 | $2,939-82.4% | $3,964-86.9% | $3,740-86.1% |
| Admin fee / account holder | $167 | $3,977-95.8% | $5,615-97.0% | $5,306-96.9% |