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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 | $56,431-98.0% | $130,788-99.1% | $87,485-98.7% |
| Participation rate | 13.0% | 58.9%-46.0pp | 70.1%-57.1pp | 68.9%-55.9pp |
| Annual return | 71.26% | 91.27%-20.0pp | 386.44%-315.2pp | 26.06%+45.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $121 | $2,749-95.6% | $4,137-97.1% | $4,274-97.2% |
| Admin fee / account holder | $59 | $4,433-98.7% | $6,673-99.1% | $7,775-99.2% |