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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 | $4,874 | $85,171-94.3% | $172,753-97.2% | $72,976-93.3% |
| Participation rate | 15.2% | 70.1%-54.9pp | 82.6%-67.5pp | 69.5%-54.3pp |
| Annual return | 52.29% | 27.32%+25.0pp | 803.00%-750.7pp | 81.02%-28.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $603 | $3,260-81.5% | $5,198-88.4% | $3,608-83.3% |
| Admin fee / account holder | $9 | $5,880-99.8% | $13,956-99.9% | $5,124-99.8% |