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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 | $4,090 | $58,311-93.0% | $81,882-95.0% | $80,959-94.9% |
| Participation rate | 5.5% | 63.5%-58.0pp | 72.4%-66.9pp | 67.7%-62.2pp |
| Annual return | 27.39% | 41.85%-14.5pp | 779.47%-752.1pp | 35.67%-8.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $103 | $3,287-96.9% | $4,323-97.6% | $4,300-97.6% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |