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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 | $1,411 | $102,595-98.6% | $94,057-98.5% | $154,746-99.1% |
| Participation rate | 46.7% | 76.0%-29.3pp | 73.3%-26.7pp | 80.7%-34.0pp |
| Annual return | 85.48% | 583.42%-497.9pp | 480.62%-395.1pp | 172.34%-86.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $992 | $5,118-80.6% | $4,709-78.9% | $6,730-85.3% |
| Admin fee / account holder | $262 | $7,736-96.6% | $7,244-96.4% | $14,365-98.2% |