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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 | $2,378 | $49,199-95.2% | $121,210-98.0% | $75,177-96.8% |
| Participation rate | 16.3% | 55.4%-39.1pp | 69.5%-53.2pp | 67.2%-50.9pp |
| Annual return | 31.36% | 56.04%-24.7pp | 987.41%-956.1pp | 160.75%-129.4pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $217 | $2,630-91.8% | $4,084-94.7% | $4,126-94.7% |
| Admin fee / account holder | $13 | $3,946-99.7% | $5,647-99.8% | $5,651-99.8% |