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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 | $1,868 | $60,128-96.9% | $90,440-97.9% | $79,852-97.7% |
| Participation rate | 21.5% | 65.0%-43.5pp | 72.7%-51.2pp | 69.6%-48.1pp |
| Annual return | 31.43% | 71.95%-40.5pp | 1294.38%-1263.0pp | 31.72%-0.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $232 | $2,939-92.1% | $3,964-94.2% | $3,740-93.8% |
| Admin fee / account holder | $116 | $3,977-97.1% | $5,615-97.9% | $5,306-97.8% |