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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 | $1,512 | $56,431-97.3% | $130,788-98.8% | $87,485-98.3% |
| Participation rate | 64.2% | 58.9%+5.2pp | 70.1%-6.0pp | 68.9%-4.8pp |
| Annual return | 20.92% | 91.27%-70.4pp | 386.44%-365.5pp | 26.06%-5.1pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $348 | $2,749-87.4% | $4,137-91.6% | $4,274-91.9% |
| Admin fee / account holder | $4 | $4,433-99.9% | $6,673-99.9% | $7,775-99.9% |