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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 | $2,681 | $102,595-97.4% | $94,057-97.1% | $154,746-98.3% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 22.19% | 583.42%-561.2pp | 480.62%-458.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $665 | $5,118-87.0% | $4,709-85.9% | $6,730-90.1% |
| Admin fee / account holder | $274 | $7,736-96.5% | $7,244-96.2% | $14,365-98.1% |