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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 | $292 | $125,797-99.8% | $170,028-99.8% | $75,181-99.6% |
| Participation rate | 61.6% | 83.6%-22.0pp | 87.0%-25.4pp | 67.2%-5.6pp |
| Annual return | 99.43% | 27.20%+72.2pp | 53.39%+46.0pp | 160.69%-61.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $160 | $6,838-97.7% | $10,409-98.5% | $4,126-96.1% |
| Admin fee / account holder | $6 | $8,177-99.9% | $12,820-100.0% | $5,650-99.9% |