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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 | $3,653 | $77,145-95.3% | $108,410-96.6% | $85,856-95.7% |
| Participation rate | 24.6% | 74.7%-50.1pp | 80.1%-55.6pp | 69.3%-44.8pp |
| Annual return | 1329.77% | 44.54%+1285.2pp | 905.34%+424.4pp | 318.58%+1011.2pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $196 | $5,566-96.5% | $6,562-97.0% | $3,952-95.0% |
| Admin fee / account holder | $174 | $5,172-96.6% | $7,296-97.6% | $6,261-97.2% |