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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 | $2,984 | $48,570-93.9% | $130,660-97.7% | $72,976-95.9% |
| Participation rate | 9.1% | 58.6%-49.5pp | 71.7%-62.7pp | 69.5%-60.4pp |
| Annual return | 34.78% | 38.63%-3.9pp | 1709.29%-1674.5pp | 81.02%-46.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $119 | $2,384-95.0% | $3,603-96.7% | $3,608-96.7% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,463-100.0% | $5,124-100.0% |