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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 | $29,569-86.1% | $56,077-92.7% | $77,714-94.7% |
| Participation rate | 3.9% | 32.6%-28.7pp | 52.5%-48.6pp | 70.6%-66.7pp |
| Annual return | 181.40% | 18.90%+162.5pp | 1709.28%-1527.9pp | 31.26%+150.1pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $135 | $1,061-87.2% | $1,954-93.1% | $4,649-97.1% |
| Admin fee / account holder | $153 | $1,042-85.3% | $2,825-94.6% | $433-64.6% |