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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 | $1,523 | $84,236-98.2% | $170,439-99.1% | $70,124-97.8% |
| Participation rate | 14.9% | 70.8%-55.9pp | 83.6%-68.7pp | 69.5%-54.6pp |
| Annual return | 382.14% | 23.06%+359.1pp | 205.94%+176.2pp | 73.14%+309.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $266 | $3,086-91.4% | $4,939-94.6% | $3,332-92.0% |
| Admin fee / account holder | $121 | $5,698-97.9% | $13,881-99.1% | $4,645-97.4% |