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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 | $2,998 | $55,453-94.6% | $170,439-98.2% | $62,293-95.2% |
| Participation rate | 2.3% | 66.4%-64.1pp | 83.6%-81.3pp | 69.5%-67.2pp |
| Annual return | 41.40% | 21.38%+20.0pp | 205.94%-164.5pp | 28.90%+12.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $73 | $2,303-96.8% | $4,939-98.5% | $3,169-97.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |