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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 | $1,124 | $52,353-97.9% | $120,225-99.1% | $82,448-98.6% |
| Participation rate | 13.0% | 58.3%-45.3pp | 69.6%-56.6pp | 68.1%-55.1pp |
| Annual return | 71.26% | 61.85%+9.4pp | 439.23%-368.0pp | 41.64%+29.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $121 | $2,627-95.4% | $3,999-97.0% | $4,139-97.1% |
| Admin fee / account holder | $59 | $4,363-98.6% | $5,696-99.0% | $7,234-99.2% |