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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 | $1,969 | $55,437-96.4% | $155,534-98.7% | $74,459-97.4% |
| Participation rate | 44.1% | 61.9%-17.8pp | 78.2%-34.1pp | 67.2%-23.1pp |
| Annual return | 127.10% | 269.58%-142.5pp | 64.92%+62.2pp | 1369.70%-1242.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $803 | $2,837-71.7% | $5,630-85.7% | $4,350-81.5% |
| Admin fee / account holder | $106 | $1,742-93.9% | $15,900-99.3% | $1,945-94.5% |