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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 | $4,107 | $29,525-86.1% | $56,033-92.7% | $77,736-94.7% |
| Participation rate | 3.9% | 32.7%-28.8pp | 52.5%-48.6pp | 70.6%-66.7pp |
| Annual return | 181.40% | 18.90%+162.5pp | 1711.38%-1530.0pp | 31.26%+150.1pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $135 | $1,062-87.3% | $1,954-93.1% | $4,651-97.1% |
| Admin fee / account holder | $153 | $1,040-85.2% | $2,827-94.6% | $433-64.6% |