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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 | $2,882 | $99,957-97.1% | $149,715-98.1% | $73,493-96.1% |
| Participation rate | 53.9% | 75.7%-21.8pp | 82.5%-28.6pp | 70.7%-16.8pp |
| Annual return | 245.73% | 53.87%+191.9pp | 276.66%-30.9pp | 28.51%+217.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,597 | $6,073-73.7% | $6,842-76.7% | $3,740-57.3% |
| Admin fee / account holder | $70 | $551-87.2% | $9,310-99.2% | $513-86.3% |